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

Team Financial Group, LLC

$220 Billion
Q4 2025

A detailed history of Team Financial Group, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Team Financial Group, LLC holds 8,735 shares of SDVY stock, worth $327,475. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,735

Previous 9,357 6.65%

Holding current value

$327,475

Previous $356 Million 5.91%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	SELL	$36.47 - $38.19 $22,684 - $23,754	-622 Reduced 6.65%	8,735 $335 Million
Q3 2025 Oct 06, 2025	SELL	$35.42 - $38.65 $31,240 - $34,089	-882 Reduced 8.61%	9,357 $356 Million
Q2 2025 Jul 21, 2025	SELL	$29.52 - $35.31 $116,869 - $139,792	-3,959 Reduced 27.88%	10,239 $361 Million
Q1 2025 Apr 22, 2025	SELL	$32.49 - $37.99 $1.15 Million - $1.34 Million	-35,287 Reduced 71.31%	14,198 $476 Million
Q4 2024 Jan 17, 2025	SELL	$35.45 - $40.33 $345,708 - $393,298	-9,752 Reduced 16.46%	49,485 $1.77 Billion

Q3 2024 Oct 23, 2024	BUY	$32.65 - $36.69 $43,163 - $48,504	1,322 Added 2.28%	59,237 $2.16 Billion
Q2 2024 Aug 13, 2024	BUY	$32.33 - $34.91 $1.1 Million - $1.19 Million	33,954 Added 141.71%	57,915 $1.93 Billion
Q1 2024 May 10, 2024	BUY	$31.21 - $34.82 $747,822 - $834,322	23,961 New	23,961 $834 Million

Others Institutions Holding SDVY

# of Institutions

517

Shares Held

192M

Call Options Held

Put Options Held

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About FIRST TR ETF VI SMID CAP RISIN

Ticker SDVY
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Team Financial Group, LLC First Tr ETF Vi Smid Cap Risin Transaction History