Bedel Financial Consulting’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 | $224K | Hold |
3,575
| – | – | 0.03% | 246 |
|
|
2025
Q1 | $207K | Buy |
+3,575
| New | +$207K | 0.03% | 250 |
|
|
2022
Q2 | – | Sell |
-1,613
| Closed | -$79K | – | 723 |
|
|
2022
Q1 | $79K | Buy |
+1,613
| New | +$79K | 0.02% | 316 |
|
|
2019
Q2 | – | Sell |
-1,009
| Closed | -$30K | – | 742 |
|
|
2019
Q1 | $30K | Hold |
1,009
| – | – | 0.02% | 345 |
|
|
2018
Q4 | $27K | Buy |
+1,009
| New | +$27K | 0.02% | 331 |
|