Avior Wealth Management’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 | $1.79M | Buy |
28,591
+4,255
| +17% | +$267K | 0.06% | 192 |
|
|
2025
Q1 | $1.42M | Buy |
24,336
+72
| +0.3% | +$4.22K | 0.05% | 215 |
|
|
2024
Q4 | $1.44M | Buy |
24,264
+2
| +0% | +$118 | 0.05% | 224 |
|
|
2024
Q3 | $1.44M | Sell |
24,262
-5,122
| -17% | -$303K | 0.06% | 220 |
|
|
2024
Q2 | $1.61M | Buy |
29,384
+1,662
| +6% | +$91K | 0.07% | 183 |
|
|
2024
Q1 | $1.56M | Buy |
27,722
+4,727
| +21% | +$266K | 0.07% | 197 |
|
|
2023
Q4 | $1.19M | Sell |
22,995
-868
| -4% | -$44.9K | 0.07% | 178 |
|
|
2023
Q3 | $1.1M | Sell |
23,863
-310
| -1% | -$14.2K | 0.07% | 174 |
|
|
2023
Q2 | $1.14M | Buy |
24,173
+728
| +3% | +$34.3K | 0.07% | 183 |
|
|
2023
Q1 | $1.05M | Buy |
23,445
+6,325
| +37% | +$284K | 0.07% | 196 |
|
|
2022
Q4 | $752K | Buy |
17,120
+629
| +4% | +$27.6K | 0.06% | 224 |
|
|
2022
Q3 | $641K | Buy |
16,491
+1,086
| +7% | +$42.2K | 0.05% | 227 |
|
|
2022
Q2 | $630K | Buy |
15,405
+323
| +2% | +$13.2K | 0.06% | 221 |
|
|
2022
Q1 | $739K | Buy |
15,082
+3,334
| +28% | +$163K | 0.06% | 220 |
|
|
2021
Q4 | $608K | Buy |
11,748
+7,308
| +165% | +$378K | 0.05% | 285 |
|
|
2021
Q3 | $210K | Buy |
4,440
+3,628
| +447% | +$172K | 0.02% | 414 |
|
|
2021
Q2 | $39K | Buy |
+812
| New | +$39K | ﹤0.01% | 559 |
|