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

N.E.W. Advisory Services LLC

$1.01 Billion
Q3 2024

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 188,079 shares of SDVY stock, worth $7.12 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

188,079

Previous 141,216 33.19%

Holding current value

$7.12 Million

Previous $4.71 Million 45.17%

% of portfolio

0.68%

Previous 0.51%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

420

Shares Held

136M

Call Options Held

6.7K

Put Options Held

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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