Accel Wealth Management’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 | $3.87M | Buy |
61,659
+2,036
| +3% | +$128K | 1.29% | 14 |
|
|
2025
Q1 | $3.49M | Buy |
59,623
+10,716
| +22% | +$627K | 1.26% | 15 |
|
|
2024
Q4 | $2.89M | Buy |
48,907
+3,362
| +7% | +$199K | 1.1% | 17 |
|
|
2024
Q3 | $2.7M | Buy |
45,545
+1,301
| +3% | +$77K | 1% | 21 |
|
|
2024
Q2 | $2.42M | Buy |
44,244
+1,881
| +4% | +$103K | 0.97% | 26 |
|
|
2024
Q1 | $2.38M | Buy |
42,363
+2,773
| +7% | +$156K | 1.01% | 24 |
|
|
2023
Q4 | $2.05M | Buy |
39,590
+80
| +0.2% | +$4.13K | 1.03% | 25 |
|
|
2023
Q3 | $1.82M | Buy |
39,510
+4
| +0% | +$184 | 1.01% | 26 |
|
|
2023
Q2 | $1.86M | Sell |
39,506
-62
| -0.2% | -$2.92K | 1.02% | 25 |
|
|
2023
Q1 | $1.78M | Sell |
39,568
-1,724
| -4% | -$77.4K | 0.73% | 31 |
|
|
2022
Q4 | $1.81M | Sell |
41,292
-3,901
| -9% | -$171K | 0.87% | 30 |
|
|
2022
Q3 | $1.88M | Buy |
45,193
+201
| +0.4% | +$8.38K | 1.01% | 23 |
|
|
2022
Q2 | $1.88M | Buy |
44,992
+1,755
| +4% | +$73.3K | 1.08% | 22 |
|
|
2022
Q1 | $2.11M | Buy |
43,237
+5,177
| +14% | +$253K | 1.09% | 22 |
|
|
2021
Q4 | $1.97M | Buy |
38,060
+12,832
| +51% | +$665K | 0.97% | 28 |
|
|
2021
Q3 | $1.2M | Buy |
25,228
+2,131
| +9% | +$101K | 0.77% | 38 |
|
|
2021
Q2 | $1.11M | Buy |
23,097
+15,476
| +203% | +$744K | 0.74% | 35 |
|
|
2021
Q1 | $347K | Buy |
7,621
+6,367
| +508% | +$290K | 0.28% | 73 |
|
|
2020
Q4 | $50K | Buy |
+1,254
| New | +$50K | 0.05% | 295 |
|