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

N.E.W. Advisory Services LLC

  • $1.11 Billion
  • Q3 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 7,366 shares of SDVY stock, worth $276,225. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,366
Previous 48,337 84.76%
Holding current value
$276,225
Previous $1.71 Million 83.58%
% of portfolio
0.03%
Previous 0.17%

Shares

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

Oct 27, 2025
SELL
$35.42 - $38.65 $1.45 Million - $1.58 Million
-40,971 Reduced 84.76%
7,366 $280,000
Q2 2025

Aug 18, 2025
SELL
$29.52 - $35.31 $11.1 Million - $13.2 Million
-375,016 Reduced 88.58%
48,337 $1.71 Million
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
502
Shares Held
187M
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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