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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$27.2M Sell
432,090
-139,980
-24% -$8.8M 0.61% 22
2025
Q1
$33.5M Sell
572,070
-151,713
-21% -$8.88M 0.4% 42
2024
Q4
$42.8M Buy
723,783
+106,563
+17% +$6.3M 0.47% 33
2024
Q3
$36.5M Sell
617,220
-1,676
-0.3% -$99.2K 0.4% 46
2024
Q2
$33.9M Sell
618,896
-6,187
-1% -$339K 0.37% 48
2024
Q1
$35.1M Buy
625,083
+130,510
+26% +$7.33M 0.4% 41
2023
Q4
$25.6M Buy
494,573
+60,369
+14% +$3.12M 0.32% 60
2023
Q3
$20M Sell
434,204
-9,609
-2% -$442K 0.28% 79
2023
Q2
$20.9M Sell
443,813
-27,509
-6% -$1.3M 0.29% 75
2023
Q1
$21.1M Sell
471,322
-49,774
-10% -$2.23M 0.31% 72
2022
Q4
$22.9M Sell
521,096
-196,736
-27% -$8.64M 0.37% 58
2022
Q3
$27.9M Sell
717,832
-74,776
-9% -$2.91M 0.48% 33
2022
Q2
$32.4M Buy
792,608
+64,448
+9% +$2.64M 0.61% 21
2022
Q1
$35.7M Buy
+728,160
New +$35.7M 0.59% 24