Visionary Wealth Advisors First Tr ETF Vi Smid Cap Risin Transaction History

Visionary Wealth Advisors

$1.96 Billion
Q3 2025

A detailed history of Visionary Wealth Advisors transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Visionary Wealth Advisors holds 209,666 shares of SDVY stock, worth $7.86 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

209,666

Previous 237,853 11.85%

Holding current value

$7.86 Million

Previous $8.39 Million 5.01%

% of portfolio

0.41%

Previous 0.46%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$35.42 - $38.65 $998,383 - $1.09 Million	-28,187 Reduced 11.85%	209,666 $7.97 Million
Q2 2025 Aug 13, 2025	SELL	$29.52 - $35.31 $246,108 - $294,379	-8,337 Reduced 3.39%	237,853 $8.39 Million
Q1 2025 May 14, 2025	SELL	$32.49 - $37.99 $2.74 Million - $3.2 Million	-84,307 Reduced 25.51%	246,190 $8.25 Million
Q4 2024 Feb 13, 2025	SELL	$35.45 - $40.33 $1.35 Million - $1.54 Million	-38,067 Reduced 10.33%	330,497 $11.8 Million
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $1.94 Million - $2.18 Million	59,414 Added 19.22%	368,564 $13.4 Million

Q2 2024 Aug 13, 2024	BUY	$32.33 - $34.91 $409,459 - $442,135	12,665 Added 4.27%	309,150 $10.3 Million
Q1 2024 May 15, 2024	BUY	$31.21 - $34.82 $5.16 Million - $5.75 Million	165,277 Added 125.97%	296,485 $10.3 Million
Q4 2023 Feb 14, 2024	BUY	$26.48 - $33.23 $2.36 Million - $2.96 Million	89,225 Added 212.53%	131,208 $4.3 Million
Q3 2023 Nov 13, 2023	BUY	$27.7 - $30.38 $1.16 Million - $1.28 Million	41,983 New	41,983 $1.19 Million

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

192M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
Sector ETFs
Industry ETFs

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Visionary Wealth Advisors First Tr ETF Vi Smid Cap Risin Transaction History