Blue Chip Wealth Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History

Blue Chip Wealth Advisors LLC

$234 Billion
Q3 2025

A detailed history of Blue Chip Wealth Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Blue Chip Wealth Advisors LLC holds 36,525 shares of SDVY stock, worth $1.37 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

36,525

Previous 68,033 46.31%

Holding current value

$1.37 Million

Previous $2.4 Billion 42.14%

% of portfolio

0.59%

Previous 1.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$35.42 - $38.65 $1.12 Million - $1.22 Million	-31,508 Reduced 46.31%	36,525 $1.39 Billion
Q2 2025 Jul 30, 2025	BUY	$29.52 - $35.31 $2,568 - $3,071	87 Added 0.13%	68,033 $2.4 Billion
Q1 2025 May 06, 2025	SELL	$32.49 - $37.99 $12,833 - $15,006	-395 Reduced 0.58%	67,946 $2.28 Billion
Q4 2024 Feb 12, 2025	BUY	$35.45 - $40.33 $206,319 - $234,720	5,820 Added 9.31%	68,341 $2.45 Billion
Q3 2024 Nov 14, 2024	SELL	$32.65 - $36.69 $22,724 - $25,536	-696 Reduced 1.1%	62,521 $2.27 Billion
Q2 2024 Aug 12, 2024	BUY	$32.33 - $34.91 $149,817 - $161,772	4,634 Added 7.91%	63,217 $2.11 Billion
Q1 2024 Apr 30, 2024	BUY	$31.21 - $34.82 $138,666 - $154,705	4,443 Added 8.21%	58,583 $2.04 Billion
Q4 2023 Mar 15, 2024	BUY	$26.48 - $33.23 $1.43 Million - $1.8 Million	54,140 New	54,140 $1.77 Billion

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Chip Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Chip Wealth Advisors LLC with notifications on news.

Account

Blue Chip Wealth Advisors LLC First Tr ETF Vi Smid Cap Risin Transaction History