Advisor Resource Council’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 | $730K | Sell |
11,631
-13,445
| -54% | -$844K | 0.28% | 55 |
|
2025
Q1 | $1.47M | Buy |
25,076
+20,006
| +395% | +$1.17M | 0.12% | 192 |
|
2024
Q4 | $300K | Buy |
+5,070
| New | +$300K | 0.22% | 53 |
|
2022
Q3 | – | Sell |
-8,932
| Closed | -$365K | – | 406 |
|
2022
Q2 | $365K | Buy |
8,932
+4,837
| +118% | +$198K | 0.03% | 345 |
|
2022
Q1 | $201K | Sell |
4,095
-4,236
| -51% | -$208K | 0.06% | 201 |
|
2021
Q4 | $431K | Buy |
+8,331
| New | +$431K | 0.03% | 361 |
|