Gateway Wealth Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Gateway Wealth Partners, LLC

  • $741 Billion
  • Q3 2025

A detailed history of Gateway Wealth Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 137,953 shares of SDVY stock, worth $5.17 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
137,953
Previous 117,647 17.26%
Holding current value
$5.17 Million
Previous $4.15 Billion 26.37%
% of portfolio
0.71%
Previous 0.79%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$35.42 - $38.65 $719,238 - $784,826
20,306 Added 17.26%
137,953 $5.24 Billion
Q2 2025

Aug 13, 2025
BUY
$29.52 - $35.31 $321,207 - $384,208
10,881 Added 10.19%
117,647 $4.15 Billion
Q1 2025

Apr 30, 2025
BUY
$32.49 - $37.99 $2.99 Million - $3.49 Million
91,965 Added 621.34%
106,766 $3.58 Billion
Q4 2024

Jan 22, 2025
SELL
$35.45 - $40.33 $168,387 - $191,567
-4,750 Reduced 24.3%
14,801 $531 Million
Q3 2024

Oct 24, 2024
BUY
$32.65 - $36.69 $67,552 - $75,911
2,069 Added 11.84%
19,551 $711 Million
Q2 2024

Aug 16, 2024
BUY
$32.33 - $34.91 $565,193 - $610,296
17,482 New
17,482 $584 Million

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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