Advisornet Financial’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 | $1.74M | Sell |
27,765
-905
| -3% | -$56.8K | 0.11% | 180 |
|
|
2025
Q1 | $1.68M | Buy |
28,670
+527
| +2% | +$30.9K | 0.12% | 177 |
|
|
2024
Q4 | $1.66M | Buy |
28,143
+1,437
| +5% | +$85K | 0.14% | 159 |
|
|
2024
Q3 | $1.58M | Buy |
26,706
+7,643
| +40% | +$453K | 0.12% | 173 |
|
|
2024
Q2 | $1.04M | Buy |
19,063
+1,003
| +6% | +$54.9K | 0.09% | 199 |
|
|
2024
Q1 | $1.01M | Buy |
18,060
+6,537
| +57% | +$367K | 0.1% | 203 |
|
|
2023
Q4 | $595K | Buy |
11,523
+8,801
| +323% | +$455K | 0.05% | 293 |
|
|
2023
Q3 | $125K | Buy |
2,722
+184
| +7% | +$8.46K | 0.01% | 557 |
|
|
2023
Q2 | $120K | Buy |
2,538
+34
| +1% | +$1.6K | 0.01% | 600 |
|
|
2023
Q1 | $112K | Buy |
2,504
+37
| +1% | +$1.66K | 0.01% | 597 |
|
|
2022
Q4 | $108K | Sell |
2,467
-1,143
| -32% | -$50.2K | 0.01% | 602 |
|
|
2022
Q3 | $140K | Buy |
3,610
+666
| +23% | +$25.8K | 0.01% | 576 |
|
|
2022
Q2 | $120K | Buy |
2,944
+2,135
| +264% | +$87K | 0.01% | 619 |
|
|
2022
Q1 | $40K | Sell |
809
-7,195
| -90% | -$356K | ﹤0.01% | 1030 |
|
|
2021
Q4 | $415K | Buy |
8,004
+502
| +7% | +$26K | 0.03% | 432 |
|
|
2021
Q3 | $356K | Buy |
+7,502
| New | +$356K | 0.02% | 434 |
|