Clear Point Advisors’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
2024 Q4	–	Sell	-2,521	Closed	-$149K	–	437
2024 Q3	$149K	Buy	2,521 +5	+0.2%	+$296	0.12%	122
2024 Q2	$138K	Buy	2,516 +8	+0.3%	+$438	0.11%	121
2024 Q1	$141K	Buy	2,508 +118	+5%	+$6.63K	0.12%	123
2023 Q4	$123K	Buy	+2,390	New	+$123K	0.11%	128