FIRST TR EXCHANGE-TRADED FD

Ticker: SDVY CUSIP: 33741X102 Class: SMID RISNG ETF

Laidlaw Wealth Management LLC's Holding History (CIK: 0001800608)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 22,946 Value ($000) $872 Avg Close Range
Q2 2025
Shares 23,603 Value ($000) $833 Avg Close Range
Q1 2025
Shares 26,576 Value ($000) $890 Avg Close Range
Q4 2024
Shares 53,485 Value ($000) $1,917 Avg Close Range
Q3 2024
Shares 42,980 Value ($000) $1,564 Avg Close Range
Q2 2024
Shares 41,920 Value ($000) $1,399 Avg Close Range
Q1 2024
Shares 41,740 Value ($000) $1,453 Avg Close Range
Q4 2023
Shares 22,162 Value ($000) $726 Avg Close Range
Q3 2023
Shares 24,470 Value ($000) $691 Avg Close Range