Warren Averett Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Warren Averett Asset Management, LLC

$9.72 Billion
Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 66,772 shares of SDVY stock, worth $2.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

66,772

Previous 60,912 9.62%

Holding current value

$2.5 Million

Previous $2.15 Million 18.16%

% of portfolio

0.03%

Previous 0.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$35.42 - $38.65 $207,561 - $226,489	5,860 Added 9.62%	66,772 $2.54 Million
Q2 2025 Aug 14, 2025	SELL	$29.52 - $35.31 $55,261 - $66,100	-1,872 Reduced 2.98%	60,912 $2.15 Million
Q1 2025 May 15, 2025	BUY	$32.49 - $37.99 $2.04 Million - $2.39 Million	62,784 New	62,784 $2.1 Million
Q1 2023 May 15, 2023	SELL	$25.54 - $29.71 $275,857 - $320,897	-10,801 Reduced 10.39%	93,186 $2.48 Million
Q4 2022 Feb 14, 2023	BUY	$23.78 - $27.72 $2.47 Million - $2.88 Million	103,987 New	103,987 $2.71 Million

Others Institutions Holding SDVY

# of Institutions

514

Shares Held

191M

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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Warren Averett Asset Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History