Aveo Capital Partners’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 | – | Sell |
-8,971
| Closed | -$522K | – | 121 |
|
|
2025
Q1 | $522K | Sell |
8,971
-7,365
| -45% | -$429K | 0.09% | 108 |
|
|
2024
Q4 | $966K | Sell |
16,336
-7,813
| -32% | -$462K | 0.11% | 136 |
|
|
2024
Q3 | $1.43M | Sell |
24,149
-10,778
| -31% | -$638K | 0.15% | 108 |
|
|
2024
Q2 | $1.91M | Sell |
34,927
-24,231
| -41% | -$1.33M | 0.22% | 93 |
|
|
2024
Q1 | $3.21M | Buy |
+59,158
| New | +$3.21M | 0.35% | 77 |
|