Stratos Wealth Partners, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History

Stratos Wealth Partners, Ltd.

$6.9 Billion
Q4 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 177,771 shares of SDVY stock, worth $6.68 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

177,771

Previous 155,442 14.36%

Holding current value

$6.68 Million

Previous $5.65 Million 12.72%

% of portfolio

0.09%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$35.45 - $40.33 $791,563 - $900,528	22,329 Added 14.36%	177,771 $6.37 Million
Q3 2024 Oct 17, 2024	SELL	$32.65 - $36.69 $212,910 - $239,255	-6,521 Reduced 4.03%	155,442 $5.65 Million
Q2 2024 Jul 24, 2024	BUY	$32.33 - $34.91 $565,063 - $610,156	17,478 Added 12.1%	161,963 $5.41 Million
Q1 2024 Apr 16, 2024	BUY	$31.21 - $34.82 $637,557 - $711,302	20,428 Added 16.47%	144,485 $5.03 Million
Q4 2023 Jan 24, 2024	SELL	$26.48 - $33.23 $646,959 - $811,875	-24,432 Reduced 16.45%	124,057 $4.07 Million
Q3 2023 Oct 24, 2023	BUY	$27.7 - $30.38 $524,998 - $575,792	18,953 Added 14.63%	148,489 $4.19 Million
Q2 2023 Jul 18, 2023	BUY	$24.91 - $28.31 $278,493 - $316,505	11,180 Added 9.45%	129,536 $3.67 Million
Q1 2023 Apr 27, 2023	BUY	$25.54 - $29.71 $139,550 - $162,335	5,464 Added 4.84%	118,356 $3.15 Million
Q4 2022 Jan 19, 2023	BUY	$23.78 - $27.72 $103,775 - $120,970	4,364 Added 4.02%	112,892 $0
Q3 2022 Oct 24, 2022	BUY	$23.0 - $27.75 $1.11 Million - $1.34 Million	48,452 Added 80.65%	108,528 $2.51 Million
Q2 2022 Jul 22, 2022	BUY	$23.62 - $28.23 $45,964 - $54,935	1,946 Added 3.35%	60,076 $1.44 Million
Q1 2022 Apr 26, 2022	BUY	$27.17 - $30.89 $527,885 - $600,161	19,429 Added 50.2%	58,130 $1.62 Million
Q4 2021 Jan 14, 2022	BUY	$28.58 - $30.81 $1.11 Million - $1.19 Million	38,701 New	38,701 $1.17 Million

Others Institutions Holding SDVY

# of Institutions

431

Shares Held

137M

Call Options Held

6.7K

Put Options Held

View Full List

About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

More about SDVY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.

Account

Stratos Wealth Partners, Ltd. First Tr ETF Vi Smid Cap Risin Transaction History