Calton & Associates’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
$4.23M Buy
2025
Q2
$859K Buy
2025
Q1
$541K Buy
2024
Q4
$507K Buy
2024
Q3
Sell
2024
Q2
$469K Hold
2024
Q1
$481K Buy
2023
Q4
$442K Buy
2023
Q3
Sell
2023
Q2
$272K Sell
2023
Q1
$415K Buy
2022
Q4
$207K Buy
2022
Q2
Sell
2022
Q1
$234K Sell
2021
Q4
$269K Buy
2021
Q3
$218K Buy