Wagner Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Wagner Wealth Management, LLC

$302 Million
Q2 2025

A detailed history of Wagner Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 456,314 shares of SDVY stock, worth $16.6 Million. This represents 5.33% of its overall portfolio holdings.

Number of Shares

456,314

Previous 437,601 4.28%

Holding current value

$16.6 Million

Previous $14.7 Million 9.82%

% of portfolio

5.33%

Previous 4.71%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$29.52 - $35.31 $552,407 - $660,756	18,713 Added 4.28%	456,314 $16.1 Million
Q1 2025 Apr 17, 2025	BUY	$32.49 - $37.99 $1.48 Million - $1.73 Million	45,435 Added 11.59%	437,601 $14.7 Million
Q4 2024 Jan 28, 2025	BUY	$35.45 - $40.33 $683,156 - $777,199	19,271 Added 5.17%	392,166 $14.1 Million
Q3 2024 Oct 10, 2024	BUY	$32.65 - $36.69 $881,354 - $990,409	26,994 Added 7.8%	372,895 $13.6 Million
Q2 2024 Jul 18, 2024	BUY	$32.33 - $34.91 $521,418 - $563,028	16,128 Added 4.89%	345,901 $11.5 Million
Q1 2024 Apr 23, 2024	BUY	$31.21 - $34.82 $10.3 Million - $11.5 Million	329,773 New	329,773 $11.5 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
Sector ETFs
Industry ETFs

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Wagner Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History