LeClair Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.07M	Sell	96,717 -11,362	-11%	-$713K	4.12%	5
2025 Q1	$6.33M	Sell	108,079 -57,366	-35%	-$3.36M	4.56%	4
2024 Q4	$9.78M	Buy	+165,445	New	+$9.78M	6.52%	4