Wealthcare Advisory Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History

Wealthcare Advisory Partners LLC

$4.56 Billion
Q3 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 308,326 shares of SDVY stock, worth $11.6 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

308,326

Previous 270,260 14.08%

Holding current value

$11.6 Million

Previous $9.53 Million 22.95%

% of portfolio

0.26%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$35.42 - $38.65 $1.35 Million - $1.47 Million	38,066 Added 14.08%	308,326 $11.7 Million
Q2 2025 Jul 22, 2025	BUY	$29.52 - $35.31 $272,587 - $326,052	9,234 Added 3.54%	270,260 $9.53 Million
Q1 2025 Apr 14, 2025	BUY	$32.49 - $37.99 $2.21 Million - $2.58 Million	67,912 Added 35.17%	261,026 $8.72 Million
Q4 2024 Jan 15, 2025	BUY	$35.45 - $40.33 $1.75 Million - $1.99 Million	49,272 Added 34.25%	193,114 $6.92 Million
Q3 2024 Nov 04, 2024	BUY	$32.65 - $36.69 $181,566 - $204,033	5,561 Added 4.02%	143,842 $5.23 Million

Q2 2024 Aug 09, 2024	BUY	$32.33 - $34.91 $70,253 - $75,859	2,173 Added 1.6%	138,281 $4.62 Million
Q1 2024 Apr 15, 2024	SELL	$31.21 - $34.82 $201,242 - $224,519	-6,448 Reduced 4.52%	136,108 $4.74 Million
Q4 2023 Feb 06, 2024	BUY	$26.48 - $33.23 $3.77 Million - $4.74 Million	142,556 New	142,556 $4.67 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
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Wealthcare Advisory Partners LLC First Tr ETF Vi Smid Cap Risin Transaction History