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 |
|