N.E.W. Advisory Services LLC First Tr ETF Vi Smid Cap Risin Transaction History

N.E.W. Advisory Services LLC

$1.25 Billion
Q1 2025

A detailed history of N.E.W. Advisory Services LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 423,353 shares of SDVY stock, worth $15.4 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

423,353

Previous 202,754 108.8%

Holding current value

$15.4 Million

Previous $7.27 Million 95.13%

% of portfolio

1.13%

Previous 0.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$32.49 - $37.99 $7.17 Million - $8.38 Million	220,599 Added 108.8%	423,353 $14.2 Million
Q4 2024 Jan 23, 2025	BUY	$35.45 - $40.33 $520,228 - $591,842	14,675 Added 7.8%	202,754 $7.27 Million
Q3 2024 Oct 31, 2024	BUY	$32.65 - $36.69 $1.53 Million - $1.72 Million	46,863 Added 33.19%	188,079 $6.84 Million
Q2 2024 Aug 02, 2024	BUY	$32.33 - $34.91 $494,261 - $533,704	15,288 Added 12.14%	141,216 $4.71 Million
Q1 2024 Apr 24, 2024	BUY	$31.21 - $34.82 $3.56 Million - $3.97 Million	113,991 Added 954.94%	125,928 $4.38 Million
Q4 2023 Feb 06, 2024	BUY	$26.48 - $33.23 $316,091 - $396,666	11,937 New	11,937 $391,000

Others Institutions Holding SDVY

# of Institutions

498

Shares Held

188M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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N.E.W. Advisory Services LLC First Tr ETF Vi Smid Cap Risin Transaction History