Secured Retirement Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Secured Retirement Advisors, LLC

  • $179 Billion
  • Q3 2025

A detailed history of Secured Retirement Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 43,203 shares of SDVY stock, worth $1.62 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
43,203
Previous 45,340 4.71%
Holding current value
$1.62 Million
Previous $1.6 Billion 2.69%
% of portfolio
0.92%
Previous 0.95%

Shares

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

Oct 15, 2025
SELL
$35.42 - $38.65 $75,692 - $82,595
-2,137 Reduced 4.71%
43,203 $1.64 Billion
Q2 2025

Jul 23, 2025
SELL
$29.52 - $35.31 $41,328 - $49,434
-1,400 Reduced 3.0%
45,340 $1.6 Billion
Q1 2025

May 01, 2025
SELL
$32.49 - $37.99 $932,755 - $1.09 Million
-28,709 Reduced 38.05%
46,740 $1.57 Billion
Q4 2024

Jan 30, 2025
BUY
$35.45 - $40.33 $64,058 - $72,876
1,807 Added 2.45%
75,449 $2.7 Billion
Q3 2024

Oct 29, 2024
SELL
$32.65 - $36.69 $56,451 - $63,437
-1,729 Reduced 2.29%
73,642 $2.68 Billion
Q2 2024

Aug 09, 2024
SELL
$32.33 - $34.91 $27,092 - $29,254
-838 Reduced 1.1%
75,371 $2.52 Billion
Q1 2024

May 10, 2024
BUY
$31.21 - $34.82 $32,801 - $36,595
1,051 Added 1.4%
76,209 $2.65 Billion
Q4 2023

Feb 16, 2024
BUY
$26.48 - $33.23 $1.99 Million - $2.5 Million
75,158 New
75,158 $2.46 Billion

Others Institutions Holding SDVY

# of Institutions
513
Shares Held
191M
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
Track This Portfolio

Track Secured Retirement Advisors, LLC Portfolio

Follow Secured Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Secured Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secured Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email