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

Fsc Wealth Advisors, LLC

$149 Million
Q4 2024

A detailed history of Fsc Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 800 shares of SDVY stock, worth $30,280. This represents 0.02% of its overall portfolio holdings.

Number of Shares

800

Holding current value

$30,280

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$35.45 - $40.33 $28,360 - $32,264	800 New	800 $28,000

Others Institutions Holding SDVY

# of Institutions

420

Shares Held

136M

Call Options Held

6.7K

Put Options Held

Lpl Financial LLC Fort Mill, SC

18M
Shares

$681 Million
0.3% of portfolio
Morgan Stanley New York, NY

15M
Shares

$566 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

10.6M
Shares

$400 Million
0.09% of portfolio
Ubs Group Ag

6.02M
Shares

$228 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

5.77M
Shares

$218 Million
0.02% of portfolio

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 Fsc Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fsc Wealth Advisors, LLC with notifications on news.

Account

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