Strategic Financial Concepts, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Strategic Financial Concepts, LLC

$688 Billion
Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 17,015 shares of SDVY stock, worth $637,892. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,015

Previous 16,473 3.29%

Holding current value

$637,892

Previous $585 Million 10.64%

% of portfolio

0.09%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$35.42 - $38.65 $19,197 - $20,948	542 Added 3.29%	17,015 $647 Million
Q2 2025 Aug 05, 2025	SELL	$29.52 - $35.31 $134,965 - $161,437	-4,572 Reduced 21.72%	16,473 $585 Million
Q1 2025 Apr 28, 2025	BUY	$32.49 - $37.99 $106,079 - $124,037	3,265 Added 18.36%	21,045 $705 Million
Q4 2024 Jan 30, 2025	SELL	$35.45 - $40.33 $16 Million - $18.2 Million	-451,231 Reduced 96.21%	17,780 $637 Million
Q4 2024 Jan 27, 2025	BUY	$35.45 - $40.33 $16.6 Million - $18.9 Million	469,011 New	469,011 $637 Million

Q2 2024 Aug 06, 2024	BUY	$32.33 - $34.91 $2.66 Million - $2.88 Million	82,415 New	82,415 $141 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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Strategic Financial Concepts, LLC First Tr ETF Vi Smid Cap Risin Transaction History