Aurora Private 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 | $1.32M | Sell |
20,991
-2,141
| -9% | -$134K | 0.97% | 25 |
|
|
2025
Q1 | $1.35M | Buy |
23,132
+801
| +4% | +$46.9K | 1.08% | 21 |
|
|
2024
Q4 | $1.32M | Buy |
22,331
+4,059
| +22% | +$240K | 0.99% | 25 |
|
|
2024
Q3 | $1.08M | Buy |
18,272
+221
| +1% | +$13.1K | 0.85% | 30 |
|
|
2024
Q2 | $988K | Sell |
18,051
-353
| -2% | -$19.3K | 0.86% | 31 |
|
|
2024
Q1 | $1.03M | Buy |
18,404
+384
| +2% | +$21.4K | 0.89% | 30 |
|
|
2023
Q4 | $931K | Buy |
18,020
+62
| +0.3% | +$3.2K | 0.88% | 29 |
|
|
2023
Q3 | $825K | Buy |
17,958
+111
| +0.6% | +$5.1K | 0.91% | 30 |
|
|
2023
Q2 | $841K | Sell |
17,847
-1,242
| -7% | -$58.5K | 0.96% | 31 |
|
|
2023
Q1 | $857K | Buy |
19,089
+59
| +0.3% | +$2.65K | 0.91% | 31 |
|
|
2022
Q4 | $836K | Sell |
19,030
-953
| -5% | -$41.9K | 0.96% | 28 |
|
|
2022
Q3 | $777K | Sell |
19,983
-431
| -2% | -$16.8K | 0.36% | 45 |
|
|
2022
Q2 | $835K | Buy |
20,414
+246
| +1% | +$10.1K | 0.38% | 49 |
|
|
2022
Q1 | $988K | Buy |
20,168
+875
| +5% | +$42.9K | 0.41% | 49 |
|
|
2021
Q4 | $999K | Buy |
19,293
+3,115
| +19% | +$161K | 0.43% | 45 |
|
|
2021
Q3 | $768K | Buy |
16,178
+4,594
| +40% | +$218K | 0.31% | 65 |
|
|
2021
Q2 | $556K | Buy |
+11,584
| New | +$556K | 0.22% | 96 |
|