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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 40,974 shares of SDVY stock, worth $1.54 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

40,974

Previous 38,665 5.97%

Holding current value

$1.54 Million

Previous $1.36 Billion 14.2%

% of portfolio

0.09%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$35.42 - $38.65 $81,784 - $89,242	2,309 Added 5.97%	40,974 $1.56 Billion
Q2 2025 Jul 23, 2025	SELL	$29.52 - $35.31 $885 - $1,059	-30 Reduced 0.08%	38,665 $1.36 Billion
Q1 2025 Jul 25, 2025	BUY	$32.49 - $37.99 $974 - $1,139	30 Added 0.08%	38,695 $1.3 Billion
Q1 2025 Apr 21, 2025	BUY	$32.49 - $37.99 $201,145 - $235,196	6,191 Added 19.05%	38,695 $1.3 Billion
Q4 2024 Jan 22, 2025	BUY	$35.45 - $40.33 $425,648 - $484,242	12,007 Added 58.58%	32,504 $1.17 Billion

Q3 2024 Oct 21, 2024	BUY	$32.65 - $36.69 $117,997 - $132,597	3,614 Added 21.41%	20,497 $746 Million
Q2 2024 Jul 09, 2024	BUY	$32.33 - $34.91 $47,719 - $51,527	1,476 Added 9.58%	16,883 $564 Million
Q1 2024 Apr 15, 2024	BUY	$31.21 - $34.82 $480,852 - $536,471	15,407 New	15,407 $536 Million

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