Clarus Wealth 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
Q1 | – | Sell |
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|
2024
Q4 | $711K | Sell |
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|
2024
Q3 | $725K | Sell |
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|
2024
Q2 | $690K | Sell |
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|
2024
Q1 | $752K | Sell |
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|
2023
Q4 | $744K | Buy |
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|
2023
Q2 | $718K | Sell |
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|
2023
Q1 | $698K | Buy |
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $550K | Buy |
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|
2022
Q2 | $558K | Sell |
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|
2022
Q1 | $759K | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $11K | Buy |
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|
2018
Q3 | $11K | Sell |
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|
2018
Q2 | $18K | Buy |
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