Benchmark Financial Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Benchmark Financial Wealth Advisors, LLC

$264 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$32.65 - $36.69 $234,165 - $263,140	7,172 New	7,172 $260,000

Others Institutions Holding SDVY

# of Institutions

504

Shares Held

186M

Call Options Held

10.7K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

23.4M
Shares

$848 Million
0.32% of portfolio
Morgan Stanley New York, NY

19.5M
Shares

$707 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

13.2M
Shares

$480 Million
0.1% of portfolio
Raymond James Financial Inc St. Petersburg, FL

12.5M
Shares

$453 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

7.82M
Shares

$284 Million
0.02% of portfolio

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
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