Altus Wealth Group LLC First Tr ETF Vi Smid Cap Risin Transaction History

Altus Wealth Group LLC

$209 Million
Q1 2025

A detailed history of Altus Wealth Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Altus Wealth Group LLC holds 35,292 shares of SDVY stock, worth $1.15 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

35,292

Previous 33,358 5.8%

Holding current value

$1.15 Million

Previous $1.2 Million 1.09%

% of portfolio

0.57%

Previous 0.54%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$32.49 - $37.99 $62,835 - $73,472	1,934 Added 5.8%	35,292 $1.18 Million
Q4 2024 Feb 10, 2025	SELL	$35.45 - $40.33 $882,527 - $1 Million	-24,895 Reduced 42.74%	33,358 $1.2 Million
Q3 2024 Oct 22, 2024	SELL	$32.65 - $36.69 $43,653 - $49,054	-1,337 Reduced 2.24%	58,253 $2.12 Million
Q2 2024 Aug 05, 2024	SELL	$32.33 - $34.91 $30,648 - $33,094	-948 Reduced 1.57%	59,590 $1.99 Million
Q1 2024 May 02, 2024	BUY	$31.21 - $34.82 $1.03 Million - $1.15 Million	33,098 Added 120.62%	60,538 $2.11 Million
Q4 2023 Jan 29, 2024	BUY	$26.48 - $33.23 $45,598 - $57,222	1,722 Added 6.7%	27,440 $899,000
Q3 2023 Nov 13, 2023	SELL	$27.7 - $30.38 $18,836 - $20,658	-680 Reduced 2.58%	25,718 $726,000
Q2 2023 Aug 03, 2023	SELL	$24.91 - $28.31 $1,569 - $1,783	-63 Reduced 0.24%	26,398 $747,000
Q1 2023 May 01, 2023	BUY	$25.54 - $29.71 $24,875 - $28,937	974 Added 3.82%	26,461 $705,000
Q4 2022 Jan 18, 2023	SELL	$23.78 - $27.72 $61,851 - $72,099	-2,601 Reduced 9.26%	25,487 $0
Q2 2022 Aug 10, 2022	BUY	$23.62 - $28.23 $992 - $1,185	42 Added 0.15%	28,088 $794,000
Q1 2022 May 09, 2022	BUY	$27.17 - $30.89 $679 - $772	25 Added 0.09%	28,046 $782,000
Q4 2021 Feb 14, 2022	SELL	$28.58 - $30.81 $1,914 - $2,064	-67 Reduced 0.24%	28,021 $849,000
Q3 2021 Nov 08, 2021	SELL	$27.62 - $30.12 $14,169 - $15,451	-513 Reduced 1.79%	28,088 $794,000
Q2 2021 Aug 12, 2021	BUY	$28.0 - $30.39 $10,136 - $11,001	362 Added 1.28%	28,601 $832,000
Q1 2021 May 14, 2021	BUY	$23.74 - $28.92 $69,249 - $84,359	2,917 Added 11.52%	28,239 $842,000
Q4 2020 Feb 12, 2021	BUY	$18.28 - $23.79 $462,886 - $602,410	25,322 New	25,322 $601,000

Others Institutions Holding SDVY

# of Institutions

501

Shares Held

176M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Altus Wealth Group LLC First Tr ETF Vi Smid Cap Risin Transaction History