Keystone Financial Group First Tr ETF Vi Smid Cap Risin Transaction History

Keystone Financial Group

$1.07 Billion
Q2 2025

A detailed history of Keystone Financial Group transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Keystone Financial Group holds 65,650 shares of SDVY stock, worth $2.46 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

65,650

Previous 73,608 10.81%

Holding current value

$2.46 Million

Previous $2.47 Million 6.04%

% of portfolio

0.22%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$29.52 - $35.31 $234,920 - $280,996	-7,958 Reduced 10.81%	65,650 $2.32 Million
Q1 2025 May 13, 2025	BUY	$32.49 - $37.99 $409,016 - $478,256	12,589 Added 20.63%	73,608 $2.47 Million
Q4 2024 Feb 13, 2025	BUY	$35.45 - $40.33 $2.16 Million - $2.46 Million	61,019 New	61,019 $2.19 Million
Q3 2024 Feb 19, 2025	SELL	$32.65 - $36.69 $188,096 - $211,371	-5,761 Reduced 9.44%	55,258 $2.01 Million
Q3 2024 Feb 18, 2025	SELL	$32.65 - $36.69 $1.76 Million - $1.97 Million	-53,794 Reduced 88.16%	7,225 $262,000
Q1 2024 May 08, 2024	BUY	$31.21 - $34.82 $1.18 Million - $1.31 Million	37,676 New	37,676 $1.31 Million

Others Institutions Holding SDVY

# of Institutions

498

Shares Held

186M

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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Keystone Financial Group First Tr ETF Vi Smid Cap Risin Transaction History