1776 Wealth LLC First Tr ETF Vi Smid Cap Risin Transaction History

1776 Wealth LLC

$249 Million
Q3 2025

A detailed history of 1776 Wealth LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, 1776 Wealth LLC holds 7,105 shares of SDVY stock, worth $266,366. This represents 0.11% of its overall portfolio holdings.

Number of Shares

7,105

Holding current value

$266,366

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 06, 2025	BUY	$35.42 - $38.65 $251,659 - $274,608	7,105 New	7,105 $270,000

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

23.8M
Shares

$891 Million
0.28% of portfolio
Morgan Stanley New York, NY

17.8M
Shares

$668 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

12.8M
Shares

$482 Million
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$470 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

7.98M
Shares

$299 Million
0.02% of portfolio

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

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