N.E.W. Advisory Services LLC First Tr ETF Vi Smid Cap Risin Transaction History

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 2024

A detailed history of N.E.W. Advisory Services LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 202,754 shares of SDVY stock, worth $7.21 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

202,754

Previous 188,079 7.8%

Holding current value

$7.21 Million

Previous $6.84 Million 6.23%

% of portfolio

0.7%

Previous 0.68%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$35.45 - $40.33 $520,228 - $591,842	14,675 Added 7.8%	202,754 $7.27 Million
Q3 2024 Oct 31, 2024	BUY	$32.65 - $36.69 $1.53 Million - $1.72 Million	46,863 Added 33.19%	188,079 $6.84 Million
Q2 2024 Aug 02, 2024	BUY	$32.33 - $34.91 $494,261 - $533,704	15,288 Added 12.14%	141,216 $4.71 Million
Q1 2024 Apr 24, 2024	BUY	$31.21 - $34.82 $3.56 Million - $3.97 Million	113,991 Added 954.94%	125,928 $4.38 Million
Q4 2023 Feb 06, 2024	BUY	$26.48 - $33.23 $316,091 - $396,666	11,937 New	11,937 $391,000

Others Institutions Holding SDVY

# of Institutions

506

Shares Held

173M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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N.E.W. Advisory Services LLC First Tr ETF Vi Smid Cap Risin Transaction History