Arkadios 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 | $13.5M | Buy |
214,552
+6,641
| +3% | +$417K | 0.4% | 41 |
|
|
2025
Q1 | $12.2M | Buy |
207,911
+85,516
| +70% | +$5.01M | 0.46% | 37 |
|
|
2024
Q4 | $7.24M | Buy |
122,395
+25,484
| +26% | +$1.51M | 0.39% | 55 |
|
|
2024
Q3 | $5.74M | Buy |
96,911
+25,599
| +36% | +$1.52M | 0.33% | 59 |
|
|
2024
Q2 | $3.9M | Buy |
71,312
+228
| +0.3% | +$12.5K | 0.26% | 77 |
|
|
2024
Q1 | $3.99M | Sell |
71,084
-2,174
| -3% | -$122K | 0.31% | 74 |
|
|
2023
Q4 | $3.79M | Sell |
73,258
-11,672
| -14% | -$603K | 0.32% | 70 |
|
|
2023
Q3 | $3.9M | Sell |
84,930
-9,491
| -10% | -$436K | 0.37% | 60 |
|
|
2023
Q2 | $4.45M | Sell |
94,421
-8,482
| -8% | -$400K | 0.52% | 45 |
|
|
2023
Q1 | $4.62M | Buy |
102,903
+381
| +0.4% | +$17.1K | 0.55% | 35 |
|
|
2022
Q4 | $4.5M | Sell |
102,522
-25,178
| -20% | -$1.11M | 0.6% | 36 |
|
|
2022
Q3 | $4.97M | Buy |
127,700
+15,448
| +14% | +$601K | 0.75% | 27 |
|
|
2022
Q2 | $4.59M | Buy |
112,252
+37,588
| +50% | +$1.54M | 0.68% | 30 |
|
|
2022
Q1 | $3.66M | Sell |
74,664
-36,735
| -33% | -$1.8M | 0.48% | 47 |
|
|
2021
Q4 | $5.77M | Buy |
111,399
+81,059
| +267% | +$4.2M | 0.76% | 25 |
|
|
2021
Q3 | $1.44M | Sell |
30,340
-12,469
| -29% | -$592K | 0.21% | 117 |
|
|
2021
Q2 | $2.06M | Buy |
42,809
+14,043
| +49% | +$674K | 0.25% | 108 |
|
|
2021
Q1 | $1.31M | Buy |
28,766
+3,885
| +16% | +$177K | 0.22% | 120 |
|
|
2020
Q4 | $993K | Buy |
24,881
+12,793
| +106% | +$511K | 0.21% | 117 |
|
|
2020
Q3 | $414K | Sell |
12,088
-781
| -6% | -$26.8K | 0.21% | 113 |
|
|
2020
Q2 | $404K | Sell |
12,869
-602
| -4% | -$18.9K | 0.22% | 109 |
|
|
2020
Q1 | $345K | Buy |
13,471
+2,798
| +26% | +$71.7K | 0.22% | 108 |
|
|
2019
Q4 | $392K | Buy |
+10,673
| New | +$392K | 0.23% | 101 |
|