Concurrent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Buy |
274,842
+58,391
| +27% | +$3.66M | 0.33% | 60 |
|
|
2025
Q1 | $12.7M | Buy |
216,451
+17,193
| +9% | +$1.01M | 0.31% | 67 |
|
|
2024
Q4 | $11.8M | Buy |
199,258
+4,738
| +2% | +$280K | 0.32% | 69 |
|
|
2024
Q3 | $11.5M | Buy |
194,520
+2,797
| +1% | +$166K | 0.34% | 70 |
|
|
2024
Q2 | $10.5M | Sell |
191,723
-11,482
| -6% | -$629K | 0.34% | 66 |
|
|
2024
Q1 | $11.4M | Buy |
203,205
+31,672
| +18% | +$1.78M | 0.46% | 49 |
|
|
2023
Q4 | $8.86M | Buy |
+171,533
| New | +$8.86M | 0.42% | 55 |
|