Apollon Wealth Management’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 | $1.03M | Buy |
16,450
+2,364
| +17% | +$148K | 0.02% | 545 |
|
|
2025
Q1 | $825K | Sell |
14,086
-1,578
| -10% | -$92.4K | 0.02% | 567 |
|
|
2024
Q4 | $926K | Sell |
15,664
-3,098
| -17% | -$183K | 0.02% | 544 |
|
|
2024
Q3 | $1.11M | Buy |
18,762
+331
| +2% | +$19.6K | 0.03% | 454 |
|
|
2024
Q2 | $1.01M | Sell |
18,431
-1,610
| -8% | -$88.1K | 0.03% | 462 |
|
|
2024
Q1 | $1.13M | Buy |
20,041
+819
| +4% | +$46K | 0.04% | 437 |
|
|
2023
Q4 | $993K | Sell |
19,222
-1,939
| -9% | -$100K | 0.03% | 453 |
|
|
2023
Q3 | $972K | Sell |
21,161
-38,754
| -65% | -$1.78M | 0.05% | 365 |
|
|
2023
Q2 | $2.82M | Buy |
59,915
+52,760
| +737% | +$2.49M | 0.14% | 158 |
|
|
2023
Q1 | $321K | Sell |
7,155
-22
| -0.3% | -$987 | 0.02% | 662 |
|
|
2022
Q4 | $315K | Sell |
7,177
-4,991
| -41% | -$219K | 0.02% | 649 |
|
|
2022
Q3 | $473K | Sell |
12,168
-6,768
| -36% | -$263K | 0.04% | 461 |
|
|
2022
Q2 | $775K | Sell |
18,936
-230
| -1% | -$9.41K | 0.06% | 323 |
|
|
2022
Q1 | $939K | Buy |
19,166
+10,663
| +125% | +$522K | 0.07% | 300 |
|
|
2021
Q4 | $440K | Buy |
+8,503
| New | +$440K | 0.03% | 492 |
|