Gps Wealth Strategies Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Gps Wealth Strategies Group, LLC

$881 Million
Q3 2025

A detailed history of Gps Wealth Strategies Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 140,471 shares of SDVY stock, worth $5.27 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

140,471

Previous 129,779 8.24%

Holding current value

$5.27 Million

Previous $4.58 Million 16.64%

% of portfolio

0.61%

Previous 0.56%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$35.42 - $38.65 $378,710 - $413,245	10,692 Added 8.24%	140,471 $5.34 Million
Q2 2025 Aug 05, 2025	BUY	$29.52 - $35.31 $90,596 - $108,366	3,069 Added 2.42%	129,779 $4.58 Million
Q1 2025 Apr 15, 2025	BUY	$32.49 - $37.99 $464,607 - $543,257	14,300 Added 12.72%	126,710 $4.23 Million
Q4 2024 Jan 24, 2025	BUY	$35.45 - $40.33 $63,171 - $71,868	1,782 Added 1.61%	112,410 $4.03 Million
Q3 2024 Oct 29, 2024	BUY	$32.65 - $36.69 $42,836 - $48,137	1,312 Added 1.2%	110,628 $4.02 Million

Q2 2024 Jul 16, 2024	BUY	$32.33 - $34.91 $203,194 - $219,409	6,285 Added 6.1%	109,316 $3.65 Million
Q1 2024 Apr 30, 2024	BUY	$31.21 - $34.82 $530,070 - $591,382	16,984 Added 19.74%	103,031 $3.59 Million
Q4 2023 Jan 12, 2024	SELL	$26.48 - $33.23 $14,484 - $18,176	-547 Reduced 0.63%	86,047 $2.82 Million
Q3 2023 Oct 25, 2023	BUY	$27.7 - $30.38 $43,322 - $47,514	1,564 Added 1.84%	86,594 $2.44 Million
Q2 2023 Jul 17, 2023	BUY	$24.91 - $28.31 $141,638 - $160,970	5,686 Added 7.17%	85,030 $2.41 Million
Q1 2023 Apr 17, 2023	BUY	$25.54 - $29.71 $2.03 Million - $2.36 Million	79,344 New	79,344 $2.11 Million
Q2 2022 Jul 19, 2022	SELL	$23.62 - $28.23 $5,338 - $6,379	-226 Closed	0 $0
Q1 2022 Apr 20, 2022	BUY	$27.17 - $30.89 $27 - $30	1 Added 0.44%	226 $6,000
Q4 2021 Feb 11, 2022	BUY	$28.58 - $30.81 $6,430 - $6,932	225 New	225 $7,000

Others Institutions Holding SDVY

# of Institutions

515

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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Gps Wealth Strategies Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History