A detailed history of Fwl Investment Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Fwl Investment Management, LLC holds 2,829 shares of SDVY stock, worth $95,535. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,829
Previous 36,250 92.2%
Holding current value
$95,535
Previous $1.32 Million 92.34%
% of portfolio
0.04%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
$35.45 - $40.33 $1.18 Million - $1.35 Million
-33,421 Reduced 92.2%
2,829 $101,000
Q3 2024

Nov 14, 2024

BUY
$32.65 - $36.69 $1.14 Million - $1.28 Million
34,845 Added 2480.07%
36,250 $1.32 Million
Q2 2024

Aug 13, 2024

BUY
$32.33 - $34.91 $45,423 - $49,048
1,405 New
1,405 $46,000

Others Institutions Holding SDVY

About FIRST TR ETF VI SMID CAP RISIN


  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Fwl Investment Management, LLC Portfolio

Follow Fwl Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fwl Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fwl Investment Management, LLC with notifications on news.