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

Larson Financial Group LLC

$2.7 Billion
Q3 2025

A detailed history of Larson Financial Group LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Larson Financial Group LLC holds 10,453 shares of SDVY stock, worth $391,882. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,453

Previous 7,535 38.73%

Holding current value

$391,882

Previous $265,000 49.81%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$35.42 - $38.65 $103,355 - $112,780	2,918 Added 38.73%	10,453 $397,000
Q2 2025 Aug 08, 2025	BUY	$29.52 - $35.31 $53,342 - $63,805	1,807 Added 31.55%	7,535 $265,000
Q1 2025 May 02, 2025	BUY	$32.49 - $37.99 $25,017 - $29,252	770 Added 15.53%	5,728 $191,000
Q4 2024 Feb 07, 2025	BUY	$35.45 - $40.33 $31,373 - $35,692	885 Added 21.73%	4,958 $177,000
Q3 2024 Nov 12, 2024	BUY	$32.65 - $36.69 $4,832 - $5,430	148 Added 3.77%	4,073 $148,000

Q2 2023 Aug 03, 2023	BUY	$24.91 - $28.31 $23,664 - $26,894	950 Added 31.93%	3,925 $111,000
Q1 2023 May 04, 2023	BUY	$25.54 - $29.71 $19,665 - $22,876	770 Added 34.92%	2,975 $79,000
Q4 2022 Feb 03, 2023	BUY	$23.78 - $27.72 $13,673 - $15,939	575 Added 35.28%	2,205 $57,000
Q3 2022 Nov 03, 2022	BUY	$23.0 - $27.75 $37,490 - $45,232	1,630 New	1,630 $38,000

Others Institutions Holding SDVY

# of Institutions

513

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