Atria Investments’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.9M	Sell	174,316 -14,737	-8%	-$1.05M	0.13%	161
2025 Q4	$13.1M	Sell	189,053 -4,372	-2%	-$297K	0.15%	137
2025 Q3	$13M	Buy	193,425 +12,843	+7%	+$833K	0.15%	137
2025 Q2	$11.3M	Buy	180,582 +101,107	+127%	+$5.95M	0.13%	161
2025 Q1	$4.65M	Buy	79,475 +16,341	+26%	+$993K	0.06%	395
2024 Q4	$3.73M	Buy	63,134 +3,581	+6%	+$218K	0.05%	446
2024 Q3	$3.53M	Sell	59,553 -22,881	-28%	-$1.3M	0.04%	467
2024 Q2	$4.51M	Sell	82,434 -15,223	-16%	-$832K	0.06%	364
2024 Q1	$5.49M	Buy	97,657 +21,379	+28%	+$1.12M	0.08%	312
2023 Q4	$3.94M	Sell	76,278 -18,977	-20%	-$897K	0.06%	356
2023 Q3	$4.38M	Buy	95,255 +4,185	+5%	+$200K	0.08%	317
2023 Q2	$4.29M	Sell	91,070 -6,709	-7%	-$303K	0.08%	309
2023 Q1	$4.39M	Buy	97,779 +4,219	+5%	+$194K	0.08%	292
2022 Q4	$4.11M	Sell	93,560 -6,512	-7%	-$285K	0.08%	294
2022 Q3	$3.89M	Sell	100,072 -382	-0.4%	-$16.4K	0.09%	282
2022 Q2	$4.11M	Buy	100,454 +27,579	+38%	+$1.25M	0.09%	284
2022 Q1	$3.57M	Buy	72,875 +33,451	+85%	+$1.67M	0.06%	376
2021 Q4	$2.04M	Buy	39,424 +4,204	+12%	+$212K	0.04%	557
2021 Q3	$1.67M	Buy	35,220 +11,935	+51%	+$578K	0.03%	600
2021 Q2	$1.12M	Buy	+23,285	New	+$1.12M	0.02%	716
2020 Q1	–	Sell	-186,398	Closed	-$6.69M	–	1039
2019 Q4	$6.69M	Buy	+186,398	New	+$6.32M	0.18%	114
2019 Q3	–	Sell	-202,411	Closed	-$6.07M	–	946
2019 Q2	$6.07M	Buy	+202,411	New	+$6.18M	0.23%	97