Legacy Capital 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 Q1	–	Sell	-16,185	Closed	-$580K	–	372
2024 Q4	$580K	Sell	16,185 -236	-1%	-$8.46K	0.14%	147
2024 Q3	$597K	Buy	16,421 +1,994	+14%	+$72.5K	0.12%	162
2024 Q2	$482K	Buy	+14,427	New	+$482K	0.12%	170