Alta Wealth Advisors’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 | $333K | Sell |
5,301
-302
| -5% | -$18.9K | 0.16% | 86 |
|
|
2025
Q1 | $328K | Buy |
5,603
+236
| +4% | +$13.8K | 0.15% | 108 |
|
|
2024
Q4 | $317K | Sell |
5,367
-1,072
| -17% | -$63.4K | 0.14% | 113 |
|
|
2024
Q3 | $381K | Sell |
6,439
-1,135
| -15% | -$67.2K | 0.17% | 96 |
|
|
2024
Q2 | $415K | Sell |
7,574
-237
| -3% | -$13K | 0.21% | 89 |
|
|
2024
Q1 | $439K | Sell |
7,811
-1,700
| -18% | -$95.5K | 0.22% | 86 |
|
|
2023
Q4 | $491K | Sell |
9,511
-102,088
| -91% | -$5.27M | 0.27% | 82 |
|
|
2023
Q3 | $5.13M | Sell |
111,599
-1,692
| -1% | -$77.7K | 3.14% | 5 |
|
|
2023
Q2 | $5.34M | Sell |
113,291
-6,517
| -5% | -$307K | 3.13% | 6 |
|
|
2023
Q1 | $5.38M | Sell |
119,808
-4,273
| -3% | -$192K | 3.39% | 5 |
|
|
2022
Q4 | $5.45M | Sell |
124,081
-5,499
| -4% | -$242K | 3.68% | 3 |
|
|
2022
Q3 | $5.04M | Sell |
129,580
-1,630
| -1% | -$63.4K | 3.6% | 2 |
|
|
2022
Q2 | $5.37M | Buy |
131,210
+8,751
| +7% | +$358K | 3.72% | 1 |
|
|
2022
Q1 | $6M | Buy |
122,459
+23,315
| +24% | +$1.14M | 3.56% | 1 |
|
|
2021
Q4 | $5.14M | Buy |
99,144
+87,705
| +767% | +$4.54M | 3.17% | 3 |
|
|
2021
Q3 | $543K | Buy |
+11,439
| New | +$543K | 0.39% | 90 |
|