Beaumont Financial Advisors’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 | $2.47M | Sell |
39,330
-110
| -0.3% | -$6.9K | 0.18% | 79 |
|
|
2025
Q1 | $2.31M | Sell |
39,440
-7,609
| -16% | -$445K | 0.18% | 82 |
|
|
2024
Q4 | $2.78M | Sell |
47,049
-539
| -1% | -$31.9K | 0.21% | 76 |
|
|
2024
Q3 | $2.82M | Sell |
47,588
-690
| -1% | -$40.9K | 0.22% | 68 |
|
|
2024
Q2 | $2.64M | Sell |
48,278
-616
| -1% | -$33.7K | 0.21% | 71 |
|
|
2024
Q1 | $2.75M | Sell |
48,894
-388
| -0.8% | -$21.8K | 0.23% | 65 |
|
|
2023
Q4 | $2.55M | Buy |
+49,282
| New | +$2.55M | 0.23% | 65 |
|
|
2022
Q2 | – | Sell |
-287,572
| Closed | -$14.1M | – | 354 |
|
|
2022
Q1 | $14.1M | Buy |
287,572
+104,314
| +57% | +$5.11M | 1.07% | 25 |
|
|
2021
Q4 | $9.49M | Buy |
+183,258
| New | +$9.49M | 0.69% | 42 |
|