Consolidated Planning Corp’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 | $438K | Buy |
6,989
+2,373
| +51% | +$149K | 0.06% | 142 |
|
|
2025
Q1 | $270K | Hold |
4,616
| – | – | 0.04% | 162 |
|
|
2024
Q4 | $273K | Sell |
4,616
-70
| -1% | -$4.14K | 0.04% | 175 |
|
|
2024
Q3 | $277K | Sell |
4,686
-24,519
| -84% | -$1.45M | 0.04% | 167 |
|
|
2024
Q2 | $1.6M | Buy |
29,205
+24,805
| +564% | +$1.36M | 0.26% | 80 |
|
|
2024
Q1 | $247K | Sell |
4,400
-30
| -0.7% | -$1.69K | 0.04% | 159 |
|
|
2023
Q4 | $229K | Sell |
4,430
-65,432
| -94% | -$3.38M | 0.04% | 152 |
|
|
2023
Q3 | $3.21M | Sell |
69,862
-68,590
| -50% | -$3.15M | 0.71% | 47 |
|
|
2023
Q2 | $6.52M | Buy |
138,452
+78,939
| +133% | +$3.72M | 1.37% | 18 |
|
|
2023
Q1 | $2.67M | Buy |
59,513
+15,945
| +37% | +$715K | 0.69% | 53 |
|
|
2022
Q4 | $1.91M | Sell |
43,568
-13
| -0% | -$571 | 0.53% | 49 |
|
|
2022
Q3 | $1.69M | Buy |
43,581
+337
| +0.8% | +$13.1K | 0.53% | 50 |
|
|
2022
Q2 | $1.77M | Buy |
+43,244
| New | +$1.77M | 0.55% | 50 |
|