Visionary Wealth Advisors First Tr ETF Vi Smid Cap Risin Transaction History

Visionary Wealth Advisors

  • $1.82 Billion
  • Q2 2025

A detailed history of Visionary Wealth Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Visionary Wealth Advisors holds 237,853 shares of SDVY stock, worth $8.92 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
237,853
Previous 246,190 3.39%
Holding current value
$8.92 Million
Previous $8.25 Million 1.75%
% of portfolio
0.46%
Previous 0.53%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$29.52 - $35.31 $246,108 - $294,379
-8,337 Reduced 3.39%
237,853 $8.39 Million
Q1 2025

May 14, 2025
SELL
$32.49 - $37.99 $2.74 Million - $3.2 Million
-84,307 Reduced 25.51%
246,190 $8.25 Million
Q4 2024

Feb 13, 2025
SELL
$35.45 - $40.33 $1.35 Million - $1.54 Million
-38,067 Reduced 10.33%
330,497 $11.8 Million
Q3 2024

Nov 12, 2024
BUY
$32.65 - $36.69 $1.94 Million - $2.18 Million
59,414 Added 19.22%
368,564 $13.4 Million
Q2 2024

Aug 13, 2024
BUY
$32.33 - $34.91 $409,459 - $442,135
12,665 Added 4.27%
309,150 $10.3 Million
Q1 2024

May 15, 2024
BUY
$31.21 - $34.82 $5.16 Million - $5.75 Million
165,277 Added 125.97%
296,485 $10.3 Million
Q4 2023

Feb 14, 2024
BUY
$26.48 - $33.23 $2.36 Million - $2.96 Million
89,225 Added 212.53%
131,208 $4.3 Million
Q3 2023

Nov 13, 2023
BUY
$27.7 - $30.38 $1.16 Million - $1.28 Million
41,983 New
41,983 $1.19 Million

Others Institutions Holding SDVY

# of Institutions
496
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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