Beacon Financial Advisory LLC First Tr ETF Vi Smid Cap Risin Transaction History

Beacon Financial Advisory LLC

$373 Million
Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 40,905 shares of SDVY stock, worth $1.53 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

40,905

Previous 53,156 23.05%

Holding current value

$1.53 Million

Previous $1.88 Million 17.07%

% of portfolio

0.42%

Previous 0.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$35.42 - $38.65 $433,930 - $473,501	-12,251 Reduced 23.05%	40,905 $1.56 Million
Q2 2025 Jul 22, 2025	BUY	$29.52 - $35.31 $326,491 - $390,528	11,060 Added 26.27%	53,156 $1.88 Million
Q1 2025 Apr 24, 2025	BUY	$32.49 - $37.99 $526,240 - $615,324	16,197 Added 62.54%	42,096 $1.41 Million
Q4 2024 Jan 27, 2025	BUY	$35.45 - $40.33 $357,725 - $406,970	10,091 Added 63.83%	25,899 $928,000
Q3 2024 Oct 30, 2024	BUY	$32.65 - $36.69 $46,722 - $52,503	1,431 Added 9.95%	15,808 $575,000

Q2 2024 Jul 26, 2024	BUY	$32.33 - $34.91 $464,808 - $501,901	14,377 New	14,377 $479,000

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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Beacon Financial Advisory LLC First Tr ETF Vi Smid Cap Risin Transaction History