Beacon Financial Group’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
$16.4M Sell
2025
Q2
$16.4M Sell
2025
Q1
$16.1M Sell
2024
Q4
$17.6M Sell
2024
Q3
$17.7M Sell
2024
Q2
$16.9M Sell
2024
Q1
$17.8M Buy
2023
Q4
$12.9M Buy
2023
Q3
$5.08M Buy
2023
Q2
$4.93M Sell
2023
Q1
$4.71M Sell
2022
Q4
$4.72M Sell
2022
Q3
$6.56M Sell
2022
Q2
$7M Sell
2022
Q1
$8.49M Buy
2021
Q4
$8.78M Buy
2021
Q3
$8.04M Sell
2021
Q2
$8.25M Buy