B. Riley Wealth Advisors’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 | $564K | Buy |
+8,997
| New | +$564K | 0.03% | 479 |
|
|
2024
Q4 | $2.38M | Buy |
40,265
+444
| +1% | +$26.3K | 0.08% | 249 |
|
|
2024
Q3 | $2.35M | Sell |
39,821
-6,027
| -13% | -$355K | 0.07% | 282 |
|
|
2024
Q2 | $2.51M | Buy |
45,848
+2,326
| +5% | +$127K | 0.06% | 293 |
|
|
2024
Q1 | $2M | Sell |
43,522
-1,726
| -4% | -$79.3K | 0.05% | 354 |
|
|
2023
Q4 | $2.34M | Buy |
45,248
+1,726
| +4% | +$89.2K | 0.06% | 321 |
|
|
2023
Q3 | $2M | Buy |
43,522
+359
| +0.8% | +$16.5K | 0.05% | 354 |
|
|
2023
Q2 | $2.03M | Sell |
43,163
-18,177
| -30% | -$856K | 0.05% | 368 |
|
|
2023
Q1 | $2.75M | Sell |
61,340
-1,235
| -2% | -$55.4K | 0.07% | 267 |
|
|
2022
Q4 | $2.75M | Sell |
62,575
-3,199
| -5% | -$141K | 0.08% | 263 |
|
|
2022
Q3 | $2.56M | Buy |
65,774
+20,731
| +46% | +$806K | 0.08% | 256 |
|
|
2022
Q2 | $1.84M | Sell |
45,043
-1,404
| -3% | -$57.5K | 0.08% | 266 |
|
|
2022
Q1 | $2.28M | Buy |
46,447
+12,332
| +36% | +$604K | 0.07% | 272 |
|
|
2021
Q4 | $1.77M | Buy |
34,115
+18,403
| +117% | +$953K | 0.05% | 383 |
|
|
2021
Q3 | $746K | Buy |
15,712
+3,199
| +26% | +$152K | 0.02% | 621 |
|
|
2021
Q2 | $602K | Buy |
12,513
+1,509
| +14% | +$72.6K | 0.02% | 680 |
|
|
2021
Q1 | $501K | Buy |
+11,004
| New | +$501K | 0.02% | 729 |
|