Sanchez Wealth Management Group First Tr ETF Vi Smid Cap Risin Transaction History

Sanchez Wealth Management Group

$386 Million
Q2 2025

A detailed history of Sanchez Wealth Management Group transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Sanchez Wealth Management Group holds 389,744 shares of SDVY stock, worth $14.9 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares

389,744

Previous 374,507 4.07%

Holding current value

$14.9 Million

Previous $12.5 Million 9.61%

% of portfolio

3.57%

Previous 3.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$29.52 - $35.31 $449,796 - $538,018	15,237 Added 4.07%	389,744 $13.8 Million
Q1 2025 Apr 16, 2025	BUY	$32.49 - $37.99 $650,644 - $760,787	20,026 Added 5.65%	374,507 $12.5 Million
Q4 2024 Jan 28, 2025	BUY	$35.45 - $40.33 $96,813 - $110,141	2,731 Added 0.78%	354,481 $12.7 Million
Q3 2024 Nov 05, 2024	SELL	$32.65 - $36.69 $1.05 Million - $1.18 Million	-32,192 Reduced 8.38%	351,750 $12.8 Million
Q2 2024 Jul 17, 2024	BUY	$32.33 - $34.91 $282,725 - $305,287	8,745 Added 2.33%	383,942 $12.8 Million
Q1 2024 May 07, 2024	SELL	$31.21 - $34.82 $502,605 - $560,741	-16,104 Reduced 4.12%	375,197 $13.1 Million
Q4 2023 Jan 16, 2024	BUY	$26.48 - $33.23 $10.4 Million - $13 Million	391,301 New	391,301 $12.8 Million

Others Institutions Holding SDVY

# of Institutions

495

Shares Held

186M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Sanchez Wealth Management Group First Tr ETF Vi Smid Cap Risin Transaction History