Atlas Wealth’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 | $2.06M | Sell |
32,580
-2,251
| -6% | -$143K | 0.75% | 35 |
|
|
2025
Q1 | $2.04M | Buy |
34,831
+7,503
| +27% | +$439K | 0.8% | 31 |
|
|
2024
Q4 | $1.62M | Buy |
27,328
+6,520
| +31% | +$386K | 0.61% | 34 |
|
|
2024
Q3 | $1.23M | Buy |
20,808
+9,944
| +92% | +$589K | 0.53% | 31 |
|
|
2024
Q2 | $596K | Buy |
10,864
+6,050
| +126% | +$332K | 0.07% | 128 |
|
|
2024
Q1 | $270K | Buy |
+4,814
| New | +$270K | 0.13% | 67 |
|
|
2023
Q1 | – | Sell |
-5,535
| Closed | -$243K | – | 238 |
|
|
2022
Q4 | $243K | Buy |
+5,535
| New | +$243K | 0.07% | 107 |
|