New Edge Wealth, LLC First Tr ETF Vi Smid Cap Risin Transaction History

New Edge Wealth, LLC

$6.58 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$32.49 - $37.99 $221,906 - $259,471	6,830 Added 24.88%	34,277 $1.15 Million
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $896,144 - $1.01 Million	27,447 New	27,447 $998,000

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

192M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

23.8M
Shares

$891 Million
0.28% of portfolio
Morgan Stanley New York, NY

17.8M
Shares

$668 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

12.8M
Shares

$482 Million
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$470 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

7.98M
Shares

$299 Million
0.02% of portfolio

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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