AWE
Avidian Wealth Enterprises’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 | $8M | Buy |
127,471
+122,471
| +2,449% | +$7.68M | 0.33% | 48 |
|
|
2025
Q1 | $293K | Sell |
5,000
-637
| -11% | -$37.3K | 0.01% | 424 |
|
|
2024
Q4 | $333K | Sell |
5,637
-182
| -3% | -$10.8K | 0.02% | 378 |
|
|
2024
Q3 | $345K | Sell |
5,819
-169
| -3% | -$10K | 0.02% | 369 |
|
|
2024
Q2 | $328K | Sell |
5,988
-11,606
| -66% | -$635K | 0.01% | 363 |
|
|
2024
Q1 | $988K | Sell |
17,594
-98,681
| -85% | -$5.54M | 0.05% | 160 |
|
|
2023
Q4 | $6.01M | Buy |
116,275
+1,384
| +1% | +$71.5K | 0.37% | 51 |
|
|
2023
Q3 | $5.28M | Sell |
114,891
-12,077
| -10% | -$555K | 0.37% | 58 |
|
|
2023
Q2 | $5.98M | Buy |
126,968
+39,314
| +45% | +$1.85M | 0.39% | 54 |
|
|
2023
Q1 | $3.93M | Buy |
+87,654
| New | +$3.93M | 0.22% | 93 |
|