True Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

True Wealth Advisors, LLC

$276 Million
Q2 2025

A detailed history of True Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, True Wealth Advisors, LLC holds 263,145 shares of SDVY stock, worth $9.55 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares

263,145

Previous 261,935 0.46%

Holding current value

$9.55 Million

Previous $8.75 Million 6.14%

% of portfolio

3.37%

Previous 3.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 03, 2025	BUY	$29.52 - $35.31 $35,719 - $42,725	1,210 Added 0.46%	263,145 $9.28 Million
Q1 2025 Apr 10, 2025	BUY	$32.49 - $37.99 $331,333 - $387,422	10,198 Added 4.05%	261,935 $8.75 Million
Q4 2024 Jan 15, 2025	SELL	$35.45 - $40.33 $176,930 - $201,287	-4,991 Reduced 1.94%	251,737 $9.02 Million
Q3 2024 Oct 29, 2024	SELL	$32.65 - $36.69 $1.35 Million - $1.52 Million	-41,341 Reduced 13.87%	256,728 $9.34 Million
Q2 2024 Jul 24, 2024	BUY	$32.33 - $34.91 $1.83 Million - $1.97 Million	56,515 Added 23.4%	298,069 $9.95 Million
Q1 2024 Apr 23, 2024	SELL	$31.21 - $34.82 $2.35 Million - $2.62 Million	-75,172 Reduced 23.73%	241,554 $8.41 Million
Q4 2023 Feb 08, 2024	BUY	$26.48 - $33.23 $481,035 - $603,656	18,166 Added 6.08%	316,726 $10.4 Million
Q3 2023 Nov 07, 2023	SELL	$27.7 - $30.38 $28,946 - $31,747	-1,045 Reduced 0.35%	298,560 $8.43 Million
Q2 2023 Jul 31, 2023	BUY	$24.91 - $28.31 $177,359 - $201,567	7,120 Added 2.43%	299,605 $8.48 Million
Q1 2023 Apr 19, 2023	BUY	$25.54 - $29.71 $699,131 - $813,281	27,374 Added 10.33%	292,485 $7.79 Million
Q4 2022 Jan 23, 2023	SELL	$23.78 - $27.72 $30,081 - $35,065	-1,265 Reduced 0.47%	265,111 $0
Q3 2022 Oct 21, 2022	BUY	$23.0 - $27.75 $378,166 - $456,265	16,442 Added 6.58%	266,376 $6.16 Million
Q2 2022 Jul 27, 2022	BUY	$23.62 - $28.23 $1.37 Million - $1.64 Million	57,949 Added 30.18%	249,934 $5.97 Million
Q1 2022 May 04, 2022	BUY	$27.17 - $30.89 $5.22 Million - $5.93 Million	191,985 New	191,985 $5.15 Million

Others Institutions Holding SDVY

# of Institutions

493

Shares Held

188M

Call Options Held

10.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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True Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History