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

Team Financial Group, LLC

$216 Billion
Q3 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 9,357 shares of SDVY stock, worth $350,793. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,357

Previous 10,239 8.61%

Holding current value

$350,793

Previous $361 Million 1.51%

% of portfolio

0.16%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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