Secure Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Secure Asset Management, LLC

$477 Million
Q1 2025

A detailed history of Secure Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Secure Asset Management, LLC holds 52,948 shares of SDVY stock, worth $1.66 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

52,948

Previous 165,981 68.1%

Holding current value

$1.66 Million

Previous $5.95 Million 70.3%

% of portfolio

0.37%

Previous 0.94%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$32.49 - $37.99 $3.67 Million - $4.29 Million	-113,033 Reduced 68.1%	52,948 $1.77 Million
Q4 2024 Jan 17, 2025	BUY	$35.45 - $40.33 $4.27 Million - $4.86 Million	120,412 Added 264.24%	165,981 $5.95 Million
Q3 2024 Oct 16, 2024	SELL	$32.65 - $36.69 $813,866 - $914,571	-24,927 Reduced 35.36%	45,569 $1.66 Million
Q2 2024 Jul 24, 2024	BUY	$32.33 - $34.91 $1.28 Million - $1.38 Million	39,665 Added 128.65%	70,496 $2.35 Million
Q1 2024 Apr 30, 2024	BUY	$31.21 - $34.82 $962,235 - $1.07 Million	30,831 New	30,831 $1.07 Million

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

175M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Secure Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History