Atlas Private 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 | $1.27M | Buy |
20,308
+366
| +2% | +$23K | 0.16% | 72 |
|
|
2025
Q1 | $1.17M | Buy |
19,942
+98
| +0.5% | +$5.74K | 0.16% | 75 |
|
|
2024
Q4 | $1.17M | Buy |
19,844
+1,778
| +10% | +$105K | 0.17% | 67 |
|
|
2024
Q3 | $1.07M | Sell |
18,066
-268
| -1% | -$15.9K | 0.16% | 64 |
|
|
2024
Q2 | $1M | Buy |
18,334
+9,354
| +104% | +$512K | 0.16% | 61 |
|
|
2024
Q1 | $504K | Sell |
8,980
-7,210
| -45% | -$405K | 0.17% | 59 |
|
|
2023
Q4 | $837K | Sell |
16,190
-2,059
| -11% | -$106K | 0.16% | 62 |
|
|
2023
Q3 | $839K | Sell |
18,249
-871
| -5% | -$40K | 0.16% | 81 |
|
|
2023
Q2 | $901K | Buy |
19,120
+8,920
| +87% | +$420K | 0.18% | 79 |
|
|
2023
Q1 | $458K | Buy |
10,200
+126
| +1% | +$5.65K | 0.21% | 81 |
|
|
2022
Q4 | $442K | Buy |
10,074
+854
| +9% | +$37.5K | 0.24% | 81 |
|
|
2022
Q3 | $358K | Buy |
9,220
+1,085
| +13% | +$42.1K | 0.22% | 90 |
|
|
2022
Q2 | $333K | Buy |
8,135
+2,172
| +36% | +$88.9K | 0.2% | 99 |
|
|
2022
Q1 | $292K | Buy |
+5,963
| New | +$292K | 0.13% | 112 |
|
|
2021
Q4 | – | Sell |
-426
| Closed | -$20K | – | 583 |
|
|
2021
Q3 | $20K | Buy |
+426
| New | +$20K | 0.01% | 357 |
|