Bar Harbor Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$398K Sell
2025
Q2
$386K Buy
2025
Q1
$308K Hold
2024
Q4
$311K Hold
2024
Q3
$311K Sell
2024
Q2
$289K Buy