Cerity Partners’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 | $355K | Buy |
5,657
+1,561
| +38% | +$97.9K | ﹤0.01% | 2055 |
|
|
2025
Q1 | $240K | Sell |
4,096
-9,411
| -70% | -$551K | ﹤0.01% | 2123 |
|
|
2024
Q4 | $799K | Buy |
13,507
+92
| +0.7% | +$5.44K | ﹤0.01% | 1522 |
|
|
2024
Q3 | $794K | Sell |
13,415
-5,162
| -28% | -$306K | ﹤0.01% | 1519 |
|
|
2024
Q2 | $1.02M | Buy |
+18,577
| New | +$1.02M | ﹤0.01% | 1217 |
|