Alliance Wealth Advisors (Pennsylvania)’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 | $561K | Sell |
8,940
-810
| -8% | -$50.8K | 0.29% | 57 |
|
|
2025
Q1 | $571K | Sell |
9,750
-46,332
| -83% | -$2.71M | 0.32% | 52 |
|
|
2024
Q4 | $3.32M | Buy |
56,082
+1,402
| +3% | +$82.9K | 1.85% | 10 |
|
|
2024
Q3 | $3.24M | Buy |
54,680
+1,813
| +3% | +$107K | 1.85% | 10 |
|
|
2024
Q2 | $2.89M | Buy |
52,867
+267
| +0.5% | +$14.6K | 1.82% | 12 |
|
|
2024
Q1 | $2.95M | Buy |
52,600
+3,289
| +7% | +$185K | 1.86% | 11 |
|
|
2023
Q4 | $2.55M | Buy |
49,311
+3,228
| +7% | +$167K | 1.68% | 13 |
|
|
2023
Q3 | $2.12M | Buy |
46,083
+2,313
| +5% | +$106K | 1.53% | 15 |
|
|
2023
Q2 | $2.06M | Buy |
43,770
+490
| +1% | +$23.1K | 1.47% | 17 |
|
|
2023
Q1 | $1.94M | Buy |
43,280
+870
| +2% | +$39K | 1.46% | 16 |
|
|
2022
Q4 | $1.86M | Buy |
42,410
+1,105
| +3% | +$48.5K | 1.55% | 19 |
|
|
2022
Q3 | $1.61M | Buy |
41,305
+1,742
| +4% | +$67.7K | 1.49% | 18 |
|
|
2022
Q2 | $1.62M | Buy |
39,563
+1,799
| +5% | +$73.6K | 1.4% | 19 |
|
|
2022
Q1 | $1.85M | Buy |
+37,764
| New | +$1.85M | 1.53% | 18 |
|