Avantra Family 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	$229K	Sell	3,655 -1,399	-28%	-$87.8K	0.19%	125
2025 Q1	$296K	Buy	5,054 +991	+24%	+$58K	0.28%	114
2024 Q4	$240K	Buy	+4,063	New	+$240K	0.22%	131