BlueChip Wealth 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 | $5.4M | Sell |
86,065
-871
| -1% | -$54.6K | 2.4% | 11 |
|
|
2025
Q1 | $5.09M | Buy |
86,936
+6,465
| +8% | +$378K | 2.5% | 11 |
|
|
2024
Q4 | $4.76M | Buy |
80,471
+1,140
| +1% | +$67.4K | 2.64% | 11 |
|
|
2024
Q3 | $4.7M | Sell |
79,331
-1,956
| -2% | -$116K | 2.46% | 12 |
|
|
2024
Q2 | $4.45M | Buy |
81,287
+5,665
| +7% | +$310K | 2.62% | 10 |
|
|
2024
Q1 | $4.25M | Buy |
75,622
+3,026
| +4% | +$170K | 2.74% | 10 |
|
|
2023
Q4 | $3.75M | Buy |
+72,596
| New | +$3.75M | 2.63% | 11 |
|