Apexium 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
$1.99M Sell
31,741
-225
-0.7% -$14.1K 0.11% 88
2025
Q1
$1.87M Sell
31,966
-408
-1% -$23.9K 0.11% 90
2024
Q4
$1.91M Sell
32,374
-2,157
-6% -$128K 0.12% 80
2024
Q3
$2.04M Sell
34,531
-644
-2% -$38.1K 0.13% 66
2024
Q2
$1.93M Buy
35,175
+3,928
+13% +$215K 0.14% 65
2024
Q1
$1.76M Sell
31,247
-1,212
-4% -$68.1K 0.13% 69
2023
Q4
$1.68M Sell
32,459
-2,540
-7% -$131K 0.12% 85
2023
Q3
$1.61M Buy
34,999
+3,651
+12% +$168K 0.16% 65
2023
Q2
$1.48M Sell
31,348
-10,235
-25% -$482K 0.13% 68
2023
Q1
$1.87M Buy
41,583
+1,467
+4% +$65.8K 0.18% 56
2022
Q4
$1.76M Buy
40,116
+2,004
+5% +$88K 0.18% 59
2022
Q3
$1.48M Buy
38,112
+30,780
+420% +$1.2M 0.18% 59
2022
Q2
$300K Buy
+7,332
New +$300K 0.17% 75