A detailed history of World Equity Group, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, World Equity Group, Inc. holds 14,022 shares of SDVY stock, worth $504,090. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,022
Previous 134,511 89.58%
Holding current value
$504,090
Previous $4.51 Billion 89.02%
% of portfolio
0.13%
Previous 1.29%

Shares

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

Jul 15, 2025

SELL
$29.52 - $35.31 $3.56 Million - $4.25 Million
-120,489 Reduced 89.58%
14,022 $495 Million
Q1 2025

Apr 22, 2025

BUY
$32.49 - $37.99 $437,217 - $511,231
13,457 Added 11.12%
134,511 $4.51 Billion
Q4 2024

Feb 04, 2025

BUY
$35.45 - $40.33 $179,802 - $204,553
5,072 Added 4.37%
121,054 $4.34 Billion
Q3 2024

Oct 29, 2024

BUY
$32.65 - $36.69 $244,352 - $274,587
7,484 Added 6.9%
115,982 $4.22 Billion
Q2 2024

Jul 18, 2024

BUY
$32.33 - $34.91 $13,675 - $14,766
423 Added 0.39%
108,498 $3.62 Billion
Q1 2024

Jul 18, 2024

BUY
$31.21 - $34.82 $3.37 Million - $3.76 Million
108,075 New
108,075 $3.76 Billion
Q4 2023

Jul 22, 2024

SELL
$26.48 - $33.23 $1.71 Million - $2.14 Million
-64,416 Closed
0 $0
Q3 2023

Jul 22, 2024

SELL
$27.7 - $30.38 $1.22 Million - $1.34 Million
-44,082 Reduced 40.63%
64,416 $1.44 Billion
Q2 2023

Aug 26, 2024

SELL
$24.91 - $28.31 $1.88 Million - $2.13 Million
-75,360 Reduced 69.46%
33,138 $938 Million

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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