Ergawealth Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Ergawealth Advisors, Inc.

$202 Billion
Q4 2024

A detailed history of Ergawealth Advisors, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 301,750 shares of SDVY stock, worth $10.1 Million. This represents 5.35% of its overall portfolio holdings.

Number of Shares

301,750

Previous 312,527 3.45%

Holding current value

$10.1 Million

Previous $11.4 Billion 4.85%

% of portfolio

5.35%

Previous 5.64%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$35.45 - $40.33 $382,044 - $434,636	-10,777 Reduced 3.45%	301,750 $10.8 Billion
Q3 2024 Oct 23, 2024	BUY	$32.65 - $36.69 $567,914 - $638,185	17,394 Added 5.89%	312,527 $11.4 Billion
Q2 2024 Jul 19, 2024	BUY	$32.33 - $34.91 $6,272 - $6,772	194 Added 0.07%	295,133 $9.85 Billion
Q1 2024 Apr 29, 2024	BUY	$31.21 - $34.82 $485,065 - $541,172	15,542 Added 5.56%	294,939 $10.3 Billion
Q4 2023 Jan 30, 2024	BUY	$26.48 - $33.23 $519,749 - $652,238	19,628 Added 7.56%	279,397 $9.16 Billion
Q3 2023 Oct 30, 2023	BUY	$27.7 - $30.38 $154,261 - $169,186	5,569 Added 2.19%	259,769 $7.33 Billion
Q2 2023 Jul 17, 2023	BUY	$24.91 - $28.31 $718,180 - $816,205	28,831 Added 12.79%	254,200 $7.2 Billion
Q1 2023 May 02, 2023	BUY	$25.54 - $29.71 $310,464 - $361,154	12,156 Added 5.7%	225,369 $6.01 Billion
Q4 2022 Apr 14, 2023	BUY	$23.78 - $27.72 $5.07 Million - $5.91 Million	213,213 New	213,213 $5.55 Billion

Others Institutions Holding SDVY

# of Institutions

510

Shares Held

173M

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 Ergawealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ergawealth Advisors, Inc. with notifications on news.

Account

Ergawealth Advisors, Inc. First Tr ETF Vi Smid Cap Risin Transaction History