Wealth Enhancement Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 638,953 shares of SDVY stock, worth $21.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

638,953

Previous 565,422 13.0%

Holding current value

$21.3 Million

Previous $20.3 Million 13.0%

% of portfolio

0.05%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$35.45 - $40.33 $2.61 Million - $2.97 Million	73,531 Added 13.0%	638,953 $22.9 Million
Q4 2024 Jan 10, 2025	SELL	$35.45 - $40.33 $44,170 - $50,251	-1,246 Reduced 0.22%	565,422 $20.3 Million
Q3 2024 Oct 23, 2024	BUY	$32.65 - $36.69 $1.08 Million - $1.21 Million	32,983 Added 6.18%	566,668 $20.6 Million
Q2 2024 Jul 16, 2024	BUY	$32.33 - $34.91 $489,961 - $529,061	15,155 Added 2.92%	533,685 $17.8 Million
Q1 2024 Apr 15, 2024	BUY	$31.21 - $34.82 $1.51 Million - $1.68 Million	48,352 Added 10.28%	518,530 $18.1 Million
Q4 2023 Jan 30, 2024	BUY	$26.48 - $33.23 $2.45 Million - $3.07 Million	92,392 Added 24.46%	470,178 $15.4 Million
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $10.5 Million - $11.5 Million	377,786 New	377,786 $10.7 Million
Q2 2022 Jul 18, 2022	BUY	$23.62 - $28.23 $1.21 Million - $1.44 Million	51,177 Added 26.73%	242,647 $5.92 Million
Q1 2022 Apr 18, 2022	BUY	$27.17 - $30.89 $5.2 Million - $5.91 Million	191,470 New	191,470 $5.32 Million

Others Institutions Holding SDVY

# of Institutions

511

Shares Held

174M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Wealth Enhancement Advisory Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History