Tcfg Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025

A detailed history of Tcfg Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 16,270 shares of SDVY stock, worth $609,962. This represents 0.26% of its overall portfolio holdings.

Number of Shares
16,270
Previous 18,016 9.69%
Holding current value
$609,962
Previous $636 Million 2.68%
% of portfolio
0.26%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 18, 2025
SELL
$35.42 - $38.65 $61,843 - $67,482
-1,746 Reduced 9.69%
16,270 $619 Million
Q2 2025

Jul 22, 2025
SELL
$29.52 - $35.31 $22,582 - $27,012
-765 Reduced 4.07%
18,016 $636 Million
Q1 2025

Apr 16, 2025
SELL
$32.49 - $37.99 $15,400 - $18,007
-474 Reduced 2.46%
18,781 $629 Million
Q4 2024

Jan 30, 2025
BUY
$35.45 - $40.33 $992 - $1,129
28 Added 0.15%
19,255 $690 Million
Q3 2024

Oct 15, 2024
BUY
$32.65 - $36.69 $627,761 - $705,438
19,227 New
19,227 $699 Million

Others Institutions Holding SDVY

# of Institutions
514
Shares Held
191M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VI SMID CAP RISIN

SDVY Quotes by TradingView
  • Ticker SDVY
  • Sector ETFs
  • Industry ETFs
More about SDVY
Track This Portfolio

Track Tcfg Wealth Management, LLC Portfolio

Follow Tcfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tcfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tcfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email