Kestra Private Wealth Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 323,605 shares of SDVY stock, worth $12.1 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

323,605

Previous 410,378 21.14%

Holding current value

$12.1 Million

Previous $14.9 Million 22.29%

% of portfolio

0.2%

Previous 0.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$35.45 - $40.33 $3.08 Million - $3.5 Million	-86,773 Reduced 21.14%	323,605 $11.6 Million
Q3 2024 Nov 13, 2024	SELL	$32.65 - $36.69 $2.67 Million - $3 Million	-81,771 Reduced 16.62%	410,378 $14.9 Million
Q2 2024 Aug 12, 2024	SELL	$32.33 - $34.91 $196,437 - $212,113	-6,076 Reduced 1.22%	492,149 $16.4 Million
Q1 2024 May 02, 2024	BUY	$31.21 - $34.82 $7.74 Million - $8.64 Million	248,150 Added 99.23%	498,225 $17.3 Million
Q4 2023 Feb 05, 2024	SELL	$26.48 - $33.23 $1.04 Million - $1.3 Million	-39,229 Reduced 13.56%	250,075 $8.19 Million
Q3 2023 Nov 07, 2023	BUY	$27.7 - $30.38 $642,640 - $704,816	23,200 Added 8.72%	289,304 $8.17 Million
Q2 2023 Aug 08, 2023	SELL	$24.91 - $28.31 $21,895 - $24,884	-879 Reduced 0.33%	266,104 $7.53 Million
Q1 2023 May 12, 2023	BUY	$25.54 - $29.71 $994,859 - $1.16 Million	38,953 Added 17.08%	266,983 $7.12 Million
Q4 2022 Jan 31, 2023	BUY	$23.78 - $27.72 $1.42 Million - $1.65 Million	59,548 Added 35.34%	228,030 $5.94 Million
Q3 2022 Nov 14, 2022	BUY	$23.0 - $27.75 $15,203 - $18,342	661 Added 0.39%	168,482 $3.9 Million
Q2 2022 Aug 12, 2022	BUY	$23.62 - $28.23 $183,338 - $219,121	7,762 Added 4.85%	167,821 $4.01 Million
Q1 2022 May 26, 2022	BUY	$27.17 - $30.89 $3.91 Million - $4.45 Million	143,949 Added 893.54%	160,059 $4.46 Million
Q4 2021 Jan 21, 2022	BUY	$28.58 - $30.81 $460,423 - $496,349	16,110 New	16,110 $488,000

Others Institutions Holding SDVY

# of Institutions

446

Shares Held

140M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Kestra Private Wealth Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History