AWS
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 |
|