Blue Bell Private Wealth Management’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 | $134K | Hold |
2,130
| – | – | 0.02% | 284 |
|
|
2025
Q1 | $125K | Hold |
2,130
| – | – | 0.02% | 269 |
|
|
2024
Q4 | $126K | Buy |
2,130
+14
| +0.7% | +$828 | 0.02% | 254 |
|
|
2024
Q3 | $125K | Buy |
2,116
+75
| +4% | +$4.44K | 0.02% | 254 |
|
|
2024
Q2 | $112K | Hold |
2,041
| – | – | 0.02% | 261 |
|
|
2024
Q1 | $115K | Hold |
2,041
| – | – | 0.02% | 251 |
|
|
2023
Q4 | $105K | Buy |
2,041
+41
| +2% | +$2.12K | 0.03% | 233 |
|
|
2023
Q3 | $91.9K | Hold |
2,000
| – | – | 0.02% | 209 |
|
|
2023
Q2 | $94.2K | Buy |
+2,000
| New | +$94.2K | 0.02% | 201 |
|