BankPlus 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	$1.74M	Buy	27,731 +4,892	+21%	+$307K	1.15%	14
2025 Q1	$1.34M	Sell	22,839 -42,417	-65%	-$2.48M	0.98%	18
2024 Q4	$3.86M	Buy	+65,256	New	+$3.86M	2.88%	5