Second Half Financial Partners, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Second Half Financial Partners, LLC

  • $138 Million
  • Q3 2025

A detailed history of Second Half Financial Partners, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 8,759 shares of SDVY stock, worth $328,374. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,759
Previous 8,870 1.25%
Holding current value
$328,374
Previous $312,000 6.73%
% of portfolio
0.24%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$35.42 - $38.65 $3,931 - $4,290
-111 Reduced 1.25%
8,759 $333,000
Q1 2025

May 07, 2025
SELL
$32.49 - $37.99 $16,634 - $19,450
-512 Reduced 5.46%
8,870 $297,000
Q4 2024

Feb 14, 2025
SELL
$35.45 - $40.33 $12,691 - $14,438
-358 Reduced 3.68%
9,382 $336,000
Q3 2024

Nov 08, 2024
BUY
$32.65 - $36.69 $11,917 - $13,391
365 Added 3.89%
9,740 $354,000
Q2 2024

Aug 08, 2024
BUY
$32.33 - $34.91 $303,093 - $327,281
9,375 New
9,375 $312,000
Q2 2023

Aug 07, 2023
BUY
$24.91 - $28.31 $3.07 Million - $3.49 Million
123,235 New
123,235 $3.49 Million

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
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