Collaborative Wealth Managment Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Collaborative Wealth Managment Inc.

$238 Million
Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 37,372 shares of SDVY stock, worth $1.4 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

37,372

Previous 35,437 5.46%

Holding current value

$1.4 Million

Previous $1.25 Million 13.6%

% of portfolio

0.6%

Previous 0.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$35.42 - $38.65 $68,537 - $74,787	1,935 Added 5.46%	37,372 $1.42 Million
Q2 2025 Aug 08, 2025	BUY	$29.52 - $35.31 $36,959 - $44,208	1,252 Added 3.66%	35,437 $1.25 Million
Q1 2025 May 08, 2025	BUY	$32.49 - $37.99 $488,974 - $571,749	15,050 Added 78.65%	34,185 $1.15 Million
Q4 2024 Feb 10, 2025	BUY	$35.45 - $40.33 $100,288 - $114,093	2,829 Added 17.35%	19,135 $685,000
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $31,670 - $35,589	970 Added 6.32%	16,306 $593,000

Q2 2024 Aug 09, 2024	BUY	$32.33 - $34.91 $27,351 - $29,533	846 Added 5.84%	15,336 $511,000
Q1 2024 May 10, 2024	BUY	$31.21 - $34.82 $452,232 - $504,541	14,490 New	14,490 $504,000

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Collaborative Wealth Managment Inc. First Tr ETF Vi Smid Cap Risin Transaction History