Bar Harbor 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	$386K	Buy	6,145 +887	+17%	+$55.7K	0.02%	194
2025 Q1	$308K	Hold	5,258	–	–	0.02%	212
2024 Q4	$311K	Hold	5,258	–	–	0.02%	209
2024 Q3	$311K	Sell	5,258 -15	-0.3%	-$888	0.02%	220
2024 Q2	$289K	Buy	+5,273	New	+$289K	0.02%	220