A detailed history of Secured Retirement Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 73,642 shares of SDVY stock, worth $2.69 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
73,642
Previous 75,371 2.29%
Holding current value
$2.69 Million
Previous $2.52 Billion 6.49%
% of portfolio
1.93%
Previous 1.96%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$32.65 - $36.69 $56,451 - $63,437
-1,729 Reduced 2.29%
73,642 $2.68 Billion
Q2 2024

Aug 09, 2024

SELL
$32.33 - $34.91 $27,092 - $29,254
-838 Reduced 1.1%
75,371 $2.52 Billion
Q1 2024

May 10, 2024

BUY
$31.21 - $34.82 $32,801 - $36,595
1,051 Added 1.4%
76,209 $2.65 Billion
Q4 2023

Feb 16, 2024

BUY
$26.48 - $33.23 $1.99 Million - $2.5 Million
75,158 New
75,158 $2.46 Billion

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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