Chicago Partners Investment Group’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 | $997K | Buy |
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|
2025
Q2 | $940K | Buy |
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|
2025
Q1 | $843K | Buy |
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|
2024
Q4 | $859K | Sell |
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|
2024
Q3 | $860K | Sell |
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|
2024
Q2 | $848K | Buy |
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|
2024
Q1 | $788K | Buy |
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|
2023
Q4 | $739K | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $705K | Buy |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $417K | Hold |
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|
2022
Q2 | $422K | Hold |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $474K | Hold |
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|
2021
Q3 | $489K | Buy |
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