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

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

A detailed history of Wcg Wealth Advisors LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 135,445 shares of SDVY stock, worth $5.08 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

135,445

Previous 123,579 9.6%

Holding current value

$5.08 Million

Previous $4.14 Million 15.44%

% of portfolio

0.34%

Previous 0.34%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$29.52 - $35.31 $350,284 - $418,988	11,866 Added 9.6%	135,445 $4.78 Million
Q1 2025 May 14, 2025	BUY	$32.49 - $37.99 $3.56 Million - $4.16 Million	109,465 Added 775.58%	123,579 $4.14 Million
Q4 2024 Feb 18, 2025	SELL	$35.45 - $40.33 $342,659 - $389,829	-9,666 Reduced 40.65%	14,114 $505,000
Q3 2024 Nov 13, 2024	BUY	$32.65 - $36.69 $81,722 - $91,835	2,503 Added 11.76%	23,780 $865,000
Q2 2024 Aug 12, 2024	BUY	$32.33 - $34.91 $157,479 - $170,046	4,871 Added 29.69%	21,277 $710,000
Q1 2024 May 13, 2024	BUY	$31.21 - $34.82 $119,503 - $133,325	3,829 Added 30.44%	16,406 $571,000
Q4 2023 Feb 08, 2024	SELL	$26.48 - $33.23 $19,754 - $24,789	-746 Reduced 5.6%	12,577 $412,000
Q3 2023 Nov 09, 2023	BUY	$27.7 - $30.38 $369,047 - $404,752	13,323 New	13,323 $376,000
Q3 2022 Nov 14, 2022	BUY	$23.0 - $27.75 $598 - $721	26 Added 0.27%	9,635 $223,000
Q2 2022 Aug 23, 2022	SELL	$23.62 - $28.23 $5,786 - $6,916	-245 Reduced 2.49%	9,609 $229,000
Q2 2022 Aug 15, 2022	BUY	$23.62 - $28.23 $232,751 - $278,178	9,854 New	9,854 $350,000

Others Institutions Holding SDVY

# of Institutions

496

Shares Held

186M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

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