LeClair Wealth Partners’s First Trust SMID Cap Rising Dividend Achievers ETF SDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.49M	Sell	127,274 -13,332	-9%	-$470K	3.05%	7
2025 Q1	$4.71M	Buy	140,606 +7,027	+5%	+$235K	3.39%	7
2024 Q4	$4.79M	Buy	+133,579	New	+$4.79M	3.19%	7