Fwl Investment Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Fwl Investment Management, LLC

  • $366 Million
  • Q3 2025

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 1,052 shares of SDVY stock, worth $39,439. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,052
Previous 1,623 35.18%
Holding current value
$39,439
Previous $57,000 31.58%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
SELL
$35.42 - $38.65 $20,224 - $22,069
-571 Reduced 35.18%
1,052 $39,000
Q2 2025

Aug 14, 2025
SELL
$29.52 - $35.31 $26,833 - $32,096
-909 Reduced 35.9%
1,623 $57,000
Q1 2025

May 15, 2025
SELL
$32.49 - $37.99 $9,649 - $11,283
-297 Reduced 10.5%
2,532 $84,000
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

# of Institutions
517
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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