Beaumont Financial Advisors’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 | $2.56M | Sell |
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|
2025
Q2 | $2.47M | Sell |
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|
2025
Q1 | $2.31M | Sell |
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|
2024
Q4 | $2.78M | Sell |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $2.75M | Sell |
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|
2023
Q4 | $2.55M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $14.1M | Buy |
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|
2021
Q4 | $9.49M | Buy |
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