CAPTRUST Financial Advisors’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
Q2
$885K Buy
2025
Q1
$583K Buy
2024
Q4
$301K Buy
2024
Q3
$247K Buy
2024
Q1
Sell
2023
Q4
$201K Buy
2022
Q3
Sell
2022
Q2
$88K Sell
2022
Q1
$206K Buy
2021
Q4
$70K Buy
2021
Q3
$42K Buy
2021
Q2
$9K Buy