Clearstead 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
Q2 | $628K | Buy |
|
|||||
|
2025
Q1 | $436K | Sell |
|
|||||
|
2024
Q4 | $530K | Sell |
|
|||||
|
2024
Q3 | $534K | Buy |
|
|||||
|
2024
Q2 | $490K | Buy |
|
|||||
|
2024
Q1 | $138K | Hold |
|
|||||
|
2023
Q4 | $129K | Sell |
|
|||||
|
2023
Q3 | $230K | Buy |
|
|||||
|
2023
Q2 | $118K | Hold |
|
|||||
|
2023
Q1 | $112K | Hold |
|
|||||
|
2022
Q4 | $110K | Hold |
|
|||||
|
2022
Q3 | $97K | Hold |
|
|||||
|
2022
Q2 | $102K | Hold |
|
|||||
|
2022
Q1 | $123K | Hold |
|
|||||
|
2021
Q4 | $130K | Hold |
|
|||||
|
2021
Q3 | $119K | Buy |
|
|||||
|
2021
Q2 | $20K | Hold |
|
|||||
|
2021
Q1 | $19K | Hold |
|
|||||
|
2020
Q4 | $17K | Hold |
|
|||||
|
2020
Q3 | $14K | Hold |
|
|||||
|
2020
Q2 | $13K | Buy |
|