Avantax Advisory Services, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 701,789 shares of SDVY stock, worth $26.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

701,789

Previous 678,049 3.5%

Holding current value

$26.6 Million

Previous $22.7 Million 9.0%

% of portfolio

0.14%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$29.52 - $35.31 $700,804 - $838,259	23,740 Added 3.5%	701,789 $24.8 Million
Q1 2025 May 06, 2025	SELL	$32.49 - $37.99 $1.48 Million - $1.73 Million	-45,472 Reduced 6.28%	678,049 $22.7 Million
Q4 2024 Feb 07, 2025	BUY	$35.45 - $40.33 $5.2 Million - $5.91 Million	146,659 Added 25.42%	723,521 $25.9 Million
Q3 2024 Nov 13, 2024	BUY	$32.65 - $36.69 $1.39 Million - $1.56 Million	42,489 Added 7.95%	576,862 $21 Million
Q2 2024 Aug 09, 2024	BUY	$32.33 - $34.91 $6.13 Million - $6.62 Million	189,509 Added 54.95%	534,373 $17.8 Million
Q1 2024 May 08, 2024	BUY	$31.21 - $34.82 $7.57 Million - $8.44 Million	242,402 Added 236.58%	344,864 $12 Million
Q4 2023 Feb 07, 2024	BUY	$26.48 - $33.23 $1.39 Million - $1.75 Million	52,540 Added 105.24%	102,462 $3.36 Million
Q3 2023 Nov 07, 2023	BUY	$27.7 - $30.38 $726,072 - $796,320	26,212 Added 110.55%	49,922 $1.41 Million
Q2 2023 Aug 11, 2023	BUY	$24.91 - $28.31 $80,434 - $91,412	3,229 Added 15.77%	23,710 $671,000
Q1 2023 Apr 28, 2023	BUY	$25.54 - $29.71 $64,565 - $75,106	2,528 Added 14.08%	20,481 $545,000
Q4 2022 Feb 13, 2023	SELL	$23.78 - $27.72 $1,569 - $1,829	-66 Reduced 0.37%	17,953 $467,000
Q3 2022 Nov 01, 2022	BUY	$23.0 - $27.75 $3,036 - $3,663	132 Added 0.74%	18,019 $417,000
Q2 2022 Aug 02, 2022	SELL	$23.62 - $28.23 $25,155 - $30,064	-1,065 Reduced 5.62%	17,887 $427,000
Q1 2022 Apr 27, 2022	BUY	$27.17 - $30.89 $514,925 - $585,427	18,952 New	18,952 $529,000

Others Institutions Holding SDVY

# of Institutions

493

Shares Held

185M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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Avantax Advisory Services, Inc. First Tr ETF Vi Smid Cap Risin Transaction History