A detailed history of Stratos Wealth Partners, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 161,963 shares of SDVY stock, worth $5.82 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
161,963
Previous 144,485 12.1%
Holding current value
$5.82 Million
Previous $5.03 Million 7.48%
% of portfolio
0.09%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$32.33 - $34.91 $565,063 - $610,156
17,478 Added 12.1%
161,963 $5.41 Million
Q1 2024

Apr 16, 2024

BUY
$31.21 - $34.82 $637,557 - $711,302
20,428 Added 16.47%
144,485 $5.03 Million
Q4 2023

Jan 24, 2024

SELL
$26.48 - $33.23 $646,959 - $811,875
-24,432 Reduced 16.45%
124,057 $4.07 Million
Q3 2023

Oct 24, 2023

BUY
$27.7 - $30.38 $524,998 - $575,792
18,953 Added 14.63%
148,489 $4.19 Million
Q2 2023

Jul 18, 2023

BUY
$24.91 - $28.31 $278,493 - $316,505
11,180 Added 9.45%
129,536 $3.67 Million
Q1 2023

Apr 27, 2023

BUY
$25.54 - $29.71 $139,550 - $162,335
5,464 Added 4.84%
118,356 $3.15 Million
Q4 2022

Jan 19, 2023

BUY
$23.78 - $27.72 $103,775 - $120,970
4,364 Added 4.02%
112,892 $0
Q3 2022

Oct 24, 2022

BUY
$23.0 - $27.75 $1.11 Million - $1.34 Million
48,452 Added 80.65%
108,528 $2.51 Million
Q2 2022

Jul 22, 2022

BUY
$23.62 - $28.23 $45,964 - $54,935
1,946 Added 3.35%
60,076 $1.44 Million
Q1 2022

Apr 26, 2022

BUY
$27.17 - $30.89 $527,885 - $600,161
19,429 Added 50.2%
58,130 $1.62 Million
Q4 2021

Jan 14, 2022

BUY
$28.58 - $30.81 $1.11 Million - $1.19 Million
38,701 New
38,701 $1.17 Million

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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