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

Stratos Wealth Advisors, LLC

$1.92 Billion
Q4 2025

A detailed history of Stratos Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 294,952 shares of SDVY stock, worth $11.1 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

294,952

Previous 286,039 3.12%

Holding current value

$11.1 Million

Previous $10.9 Million 1.67%

% of portfolio

0.58%

Previous 0.55%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$36.47 - $38.19 $325,057 - $340,387	8,913 Added 3.12%	294,952 $11.1 Million
Q3 2025 Nov 06, 2025	BUY	$35.42 - $38.65 $1.01 Million - $1.1 Million	28,479 Added 11.06%	286,039 $10.9 Million
Q2 2025 Jul 29, 2025	BUY	$29.52 - $35.31 $1.24 Million - $1.48 Million	42,035 Added 19.5%	257,560 $9.09 Million
Q1 2025 Apr 30, 2025	BUY	$32.49 - $37.99 $5.89 Million - $6.88 Million	181,183 Added 527.58%	215,525 $7.22 Million
Q4 2024 Jan 27, 2025	SELL	$35.45 - $40.33 $2.34 Million - $2.66 Million	-66,011 Reduced 65.78%	34,342 $1.23 Million

Q3 2024 Oct 17, 2024	BUY	$32.65 - $36.69 $424,515 - $477,043	13,002 Added 14.88%	100,353 $3.65 Million
Q2 2024 Jul 24, 2024	SELL	$32.33 - $34.91 $128,738 - $139,011	-3,982 Reduced 4.36%	87,351 $2.92 Million
Q1 2024 Apr 16, 2024	BUY	$31.21 - $34.82 $605,692 - $675,751	19,407 Added 26.98%	91,333 $3.18 Million
Q4 2023 Jan 24, 2024	BUY	$26.48 - $33.23 $905,510 - $1.14 Million	34,196 Added 90.63%	71,926 $2.36 Million
Q3 2023 Oct 24, 2023	SELL	$27.7 - $30.38 $13,351 - $14,643	-482 Reduced 1.26%	37,730 $1.07 Million
Q2 2023 Jul 18, 2023	BUY	$24.91 - $28.31 $951,860 - $1.08 Million	38,212 New	38,212 $1.08 Million
Q4 2022 Jan 19, 2023	SELL	$23.78 - $27.72 $26,276 - $30,630	-1,105 Reduced 3.96%	26,834 $0
Q3 2022 Oct 24, 2022	SELL	$23.0 - $27.75 $24,564 - $29,637	-1,068 Reduced 3.68%	27,939 $646,000
Q2 2022 Jul 22, 2022	BUY	$23.62 - $28.23 $6,401 - $7,650	271 Added 0.94%	29,007 $693,000
Q1 2022 Apr 26, 2022	BUY	$27.17 - $30.89 $780,757 - $887,655	28,736 New	28,736 $801,000

Others Institutions Holding SDVY

# of Institutions

520

Shares Held

192M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Stratos Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History