Bleakley Financial Group’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
Q1
Sell
-5,278
Closed -$312K 877
2024
Q4
$312K Hold
5,278
0.01% 787
2024
Q3
$313K Hold
5,278
0.01% 756
2024
Q2
$289K Sell
5,278
-140
-3% -$7.67K 0.01% 763
2024
Q1
$304K Sell
5,418
-1,233
-19% -$69.3K 0.01% 753
2023
Q4
$344K Buy
6,651
+1,362
+26% +$70.4K 0.01% 698
2023
Q3
$243K Sell
5,289
-86
-2% -$3.95K 0.01% 734
2023
Q2
$253K Buy
+5,375
New +$253K 0.01% 777