Fsb Premier Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History

Fsb Premier Wealth Management, Inc.

$234 Million
Q3 2024

A detailed history of Fsb Premier Wealth Management, Inc. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Fsb Premier Wealth Management, Inc. holds 71,690 shares of SDVY stock, worth $2.65 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

71,690

Previous 106,158 32.47%

Holding current value

$2.65 Million

Previous $3.54 Million 26.39%

% of portfolio

1.11%

Previous 1.65%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$32.65 - $36.69 $1.13 Million - $1.26 Million	-34,468 Reduced 32.47%	71,690 $2.61 Million
Q2 2024 Aug 02, 2024	SELL	$32.33 - $34.91 $566,227 - $611,413	-17,514 Reduced 14.16%	106,158 $3.54 Million
Q1 2024 May 10, 2024	SELL	$31.21 - $34.82 $500,920 - $558,861	-16,050 Reduced 11.49%	123,672 $4.31 Million
Q4 2023 Feb 08, 2024	SELL	$26.48 - $33.23 $63,234 - $79,353	-2,388 Reduced 1.68%	139,722 $4.58 Million
Q3 2023 Nov 14, 2023	BUY	$27.7 - $30.38 $497,048 - $545,138	17,944 Added 14.45%	142,110 $4.01 Million
Q2 2023 Aug 11, 2023	SELL	$24.91 - $28.31 $186,575 - $212,041	-7,490 Reduced 5.69%	124,166 $3.52 Million
Q1 2023 May 04, 2023	BUY	$25.54 - $29.71 $1.16 Million - $1.35 Million	45,330 Added 52.51%	131,656 $3.51 Million
Q4 2022 Feb 06, 2023	BUY	$23.78 - $27.72 $42,423 - $49,452	1,784 Added 2.11%	86,326 $2.25 Million
Q3 2022 Nov 23, 2022	BUY	$23.0 - $27.75 $321,678 - $388,111	13,986 Added 19.82%	84,542 $1.96 Million
Q2 2022 Aug 01, 2022	SELL	$23.62 - $28.23 $188 - $225	-8 Reduced 0.01%	70,556 $1.68 Million
Q1 2022 May 02, 2022	SELL	$27.17 - $30.89 $90,285 - $102,647	-3,323 Reduced 4.5%	70,564 $1.9 Million
Q1 2022 Apr 14, 2022	BUY	$27.17 - $30.89 $1.46 Million - $1.66 Million	53,802 Added 267.87%	73,887 $2.06 Million
Q4 2021 Feb 03, 2022	BUY	$28.58 - $30.81 $574,029 - $618,818	20,085 New	20,085 $608,000

Others Institutions Holding SDVY

# of Institutions

448

Shares Held

139M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Fsb Premier Wealth Management, Inc. First Tr ETF Vi Smid Cap Risin Transaction History