Summit Wealth Group LLC / CO First Tr ETF Vi Smid Cap Risin Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$29.52 - $35.31 $707,505 - $846,274	23,967 New	23,967 $846 Million

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

192M

Call Options Held

0

Put Options Held

0

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

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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