Ae Wealth Management LLC First Tr ETF Vi Smid Cap Risin Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ae Wealth Management LLC holds 23,484 shares of SDVY stock, worth $880,415. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,484
Previous 20,969 11.99%
Holding current value
$880,415
Previous $739,000 20.7%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$35.42 - $38.65 $89,081 - $97,204
2,515 Added 11.99%
23,484 $892,000
Q2 2025

Aug 06, 2025
SELL
$29.52 - $35.31 $706,000 - $844,473
-23,916 Reduced 53.28%
20,969 $739,000
Q1 2025

May 06, 2025
SELL
$32.49 - $37.99 $119,530 - $139,765
-3,679 Reduced 7.58%
44,885 $1.5 Million
Q4 2024

Feb 13, 2025
BUY
$35.45 - $40.33 $138,609 - $157,690
3,910 Added 8.76%
48,564 $1.74 Million
Q3 2024

Nov 14, 2024
SELL
$32.65 - $36.69 $12,994 - $14,602
-398 Reduced 0.88%
44,654 $1.62 Million
Q2 2024

Aug 12, 2024
BUY
$32.33 - $34.91 $122,013 - $131,750
3,774 Added 9.14%
45,052 $1.5 Million
Q1 2024

May 15, 2024
SELL
$31.21 - $34.82 $11.1 Million - $12.4 Million
-356,379 Reduced 89.62%
41,278 $1.44 Million
Q4 2023

Feb 14, 2024
BUY
$26.48 - $33.23 $5.71 Million - $7.16 Million
215,516 Added 118.32%
397,657 $13 Million
Q3 2023

Oct 11, 2023
SELL
$27.7 - $30.38 $1.24 Million - $1.36 Million
-44,881 Reduced 19.77%
182,141 $5.14 Million
Q2 2023

Jul 10, 2023
BUY
$24.91 - $28.31 $41,300 - $46,937
1,658 Added 0.74%
227,022 $6.43 Million
Q1 2023

Apr 14, 2023
BUY
$25.54 - $29.71 $4.63 Million - $5.39 Million
181,336 Added 411.87%
225,364 $6.01 Million
Q4 2022

Jan 31, 2023
SELL
$23.78 - $27.72 $404,688 - $471,738
-17,018 Reduced 27.88%
44,028 $1.15 Million
Q3 2022

Oct 25, 2022
SELL
$23.0 - $27.75 $1.72 Million - $2.08 Million
-74,978 Reduced 55.12%
61,046 $1.41 Million
Q2 2022

Aug 03, 2022
SELL
$23.62 - $28.23 $8.45 Million - $10.1 Million
-357,703 Reduced 72.45%
136,024 $3.25 Million
Q1 2022

Apr 18, 2022
BUY
$27.17 - $30.89 $13 Million - $14.8 Million
479,882 Added 3466.1%
493,727 $13.8 Million
Q4 2021

Jan 20, 2022
BUY
$28.58 - $30.81 $64,705 - $69,753
2,264 Added 19.55%
13,845 $420,000
Q3 2021

Nov 01, 2021
BUY
$27.62 - $30.12 $65,431 - $71,354
2,369 Added 25.72%
11,581 $327,000
Q2 2021

Jul 21, 2021
BUY
$28.0 - $30.39 $257,936 - $279,952
9,212 New
9,212 $268,000

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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