Comprehensive Financial Consultants Institutional’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 | $883K | Sell |
14,076
-218
| -2% | -$13.7K | 0.29% | 100 |
|
|
2025
Q1 | $837K | Buy |
14,294
+452
| +3% | +$26.5K | 0.3% | 101 |
|
|
2024
Q4 | $819K | Sell |
13,842
-206
| -1% | -$12.2K | 0.3% | 99 |
|
|
2024
Q3 | $832K | Sell |
14,048
-759
| -5% | -$44.9K | 0.3% | 99 |
|
|
2024
Q2 | $811K | Sell |
14,807
-246
| -2% | -$13.5K | 0.32% | 96 |
|
|
2024
Q1 | $846K | Sell |
15,053
-443
| -3% | -$24.9K | 0.35% | 92 |
|
|
2023
Q4 | $801K | Buy |
15,496
+300
| +2% | +$15.5K | 0.37% | 92 |
|
|
2023
Q3 | $698K | Sell |
15,196
-119
| -0.8% | -$5.47K | 0.37% | 91 |
|
|
2023
Q2 | $740K | Sell |
15,315
-3,732
| -20% | -$180K | 0.39% | 91 |
|
|
2023
Q1 | $855K | Sell |
19,047
-811
| -4% | -$36.4K | 0.48% | 82 |
|
|
2022
Q4 | $923K | Sell |
19,858
-16
| -0.1% | -$744 | 0.56% | 68 |
|
|
2022
Q3 | $804K | Buy |
19,874
+1,536
| +8% | +$62.1K | 0.53% | 71 |
|
|
2022
Q2 | $757K | Sell |
18,338
-706
| -4% | -$29.1K | 0.54% | 75 |
|
|
2022
Q1 | $877K | Buy |
19,044
+394
| +2% | +$18.1K | 0.61% | 65 |
|
|
2021
Q4 | $924K | Buy |
+18,650
| New | +$924K | 0.59% | 61 |
|