Marshall Financial Group LLC First Tr ETF Vi Smid Cap Risin Transaction History

Marshall Financial Group LLC

$458 Million
Q3 2025

A detailed history of Marshall Financial Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Marshall Financial Group LLC holds 71,940 shares of SDVY stock, worth $2.7 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

71,940

Previous 70,174 2.52%

Holding current value

$2.7 Million

Previous $2.48 Million 10.51%

% of portfolio

0.6%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$35.42 - $38.65 $62,551 - $68,255	1,766 Added 2.52%	71,940 $2.74 Million
Q2 2025 Jul 10, 2025	BUY	$29.52 - $35.31 $58,420 - $69,878	1,979 Added 2.9%	70,174 $2.48 Million
Q1 2025 Apr 16, 2025	BUY	$32.49 - $37.99 $843,083 - $985,802	25,949 Added 61.42%	68,195 $2.28 Million
Q4 2024 Jan 21, 2025	BUY	$35.45 - $40.33 $6,629 - $7,541	187 Added 0.44%	42,246 $1.51 Million
Q3 2024 Oct 16, 2024	BUY	$32.65 - $36.69 $91,779 - $103,135	2,811 Added 7.16%	42,059 $1.53 Million

Q2 2024 Jul 19, 2024	BUY	$32.33 - $34.91 $83,670 - $90,347	2,588 Added 7.06%	39,248 $1.31 Million
Q1 2024 Apr 19, 2024	BUY	$31.21 - $34.82 $1.14 Million - $1.28 Million	36,660 New	36,660 $1.28 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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Marshall Financial Group LLC First Tr ETF Vi Smid Cap Risin Transaction History