Carson Wealth (CWM LLC)’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 | $65.9M | Sell |
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|
2025
Q2 | $63.8M | Buy |
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|
2025
Q1 | $48.1M | Sell |
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|
2024
Q4 | $50.1M | Buy |
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|
2024
Q3 | $28.5M | Buy |
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|
2024
Q2 | $24M | Buy |
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|
2024
Q1 | $21.6M | Buy |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $10.9M | Buy |
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|
2023
Q2 | $11M | Buy |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $7.43M | Buy |
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|
2022
Q3 | $6.46M | Buy |
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|
2022
Q2 | $6.67M | Buy |
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|
2022
Q1 | $3.56M | Buy |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q2 | $2.53M | Hold |
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|
2021
Q1 | $2.53M | Hold |
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|
2020
Q4 | $2.53M | Hold |
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|
2020
Q3 | $2.53M | Hold |
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|
2020
Q2 | $2.53M | Hold |
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|
2020
Q1 | $2.53M | Hold |
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|
2019
Q4 | $2.53M | Hold |
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|
2019
Q3 | $2.53M | Hold |
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|
2019
Q2 | $2.53M | Hold |
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|
2019
Q1 | $2.53M | Buy |
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|
2018
Q4 | $191K | Buy |
|