Axxcess Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Axxcess Wealth Management, LLC

$4.58 Billion
Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 17,498 shares of SDVY stock, worth $656,000. This represents 0.01% of its overall portfolio holdings.

Number of Shares

17,498

Previous 17,780 1.59%

Holding current value

$656,000

Previous $627,000 6.06%

% of portfolio

0.01%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$35.42 - $38.65 $9,988 - $10,899	-282 Reduced 1.59%	17,498 $665,000
Q2 2025 Jul 28, 2025	SELL	$29.52 - $35.31 $60,516 - $72,385	-2,050 Reduced 10.34%	17,780 $627,000
Q1 2025 Apr 30, 2025	SELL	$32.49 - $37.99 $205,271 - $240,020	-6,318 Reduced 24.16%	19,830 $664,000
Q4 2024 Feb 10, 2025	BUY	$35.45 - $40.33 $707,723 - $805,148	19,964 Added 322.83%	26,148 $937,000
Q3 2024 Nov 04, 2024	SELL	$32.65 - $36.69 $11,362 - $12,768	-348 Reduced 5.33%	6,184 $224,000

Q2 2024 Aug 09, 2024	SELL	$32.33 - $34.91 $2,554 - $2,757	-79 Reduced 1.19%	6,532 $218,000
Q1 2024 May 14, 2024	BUY	$31.21 - $34.82 $206,329 - $230,195	6,611 New	6,611 $230,000

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History