Guardian Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Guardian Wealth Advisors, LLC

$1.45 Billion
Q3 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 438,812 shares of SDVY stock, worth $16.5 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

438,812

Previous 408,309 7.47%

Holding current value

$16.5 Million

Previous $14.4 Million 15.81%

% of portfolio

1.15%

Previous 1.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$35.42 - $38.65 $1.08 Million - $1.18 Million	30,503 Added 7.47%	438,812 $16.7 Million
Q2 2025 Aug 14, 2025	BUY	$29.52 - $35.31 $978,174 - $1.17 Million	33,136 Added 8.83%	408,309 $14.4 Million
Q1 2025 May 15, 2025	BUY	$32.49 - $37.99 $1.07 Million - $1.25 Million	32,989 Added 9.64%	375,173 $12.6 Million
Q4 2024 Feb 14, 2025	BUY	$35.45 - $40.33 $10.2 Million - $11.6 Million	287,309 Added 523.57%	342,184 $12.3 Million
Q3 2024 Nov 14, 2024	BUY	$32.65 - $36.69 $485,668 - $545,763	14,875 Added 37.19%	54,875 $2 Million

Q2 2024 Aug 14, 2024	BUY	$32.33 - $34.91 $1.29 Million - $1.4 Million	40,000 New	40,000 $1.34 Million

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Guardian Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History