Certified Advisory Corp’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 | $4.54M | Sell |
72,358
-207
| -0.3% | -$13K | 0.47% | 63 |
|
|
2025
Q1 | $4.25M | Buy |
72,565
+13,157
| +22% | +$770K | 0.48% | 64 |
|
|
2024
Q4 | $3.51M | Buy |
59,408
+11,633
| +24% | +$688K | 0.38% | 74 |
|
|
2024
Q3 | $2.83M | Buy |
47,775
+5,522
| +13% | +$327K | 0.31% | 87 |
|
|
2024
Q2 | $2.31M | Buy |
42,253
+1,017
| +2% | +$55.7K | 0.29% | 95 |
|
|
2024
Q1 | $2.32M | Buy |
41,236
+3,173
| +8% | +$178K | 0.32% | 88 |
|
|
2023
Q4 | $1.97M | Buy |
38,063
+21,414
| +129% | +$1.11M | 0.3% | 94 |
|
|
2023
Q3 | $765K | Buy |
16,649
+204
| +1% | +$9.37K | 0.14% | 130 |
|
|
2023
Q2 | $775K | Buy |
16,445
+1,167
| +8% | +$55K | 0.14% | 126 |
|
|
2023
Q1 | $686K | Buy |
15,278
+7,805
| +104% | +$350K | 0.12% | 149 |
|
|
2022
Q4 | $328K | Buy |
+7,473
| New | +$328K | 0.06% | 183 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 681 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 668 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 685 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 712 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 729 |
|