BankPlus Trust Department’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	$262K	Buy	4,183 +391	+10%	+$24.5K	0.08%	138
2025 Q1	$222K	Sell	3,792 -221	-6%	-$12.9K	0.07%	134
2024 Q4	$237K	Buy	+4,013	New	+$237K	0.08%	130