Coppell Advisory Solutions’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 | $6.62M | Buy |
106,077
+64,785
| +157% | +$4.04M | 0.79% | 29 |
|
|
2025
Q1 | $2.36M | Buy |
41,292
+16,646
| +68% | +$951K | 0.33% | 63 |
|
|
2024
Q4 | $1.45M | Buy |
24,646
+905
| +4% | +$53.4K | 0.2% | 104 |
|
|
2024
Q3 | $1.4M | Sell |
23,741
-46,870
| -66% | -$2.76M | 0.21% | 102 |
|
|
2024
Q2 | $3.87M | Buy |
+70,611
| New | +$3.87M | 0.64% | 29 |
|
|
2023
Q4 | $2.58M | Buy |
49,875
+16,100
| +48% | +$832K | 0.51% | 41 |
|
|
2023
Q3 | $1.48M | Sell |
33,775
-11,188
| -25% | -$491K | 0.51% | 49 |
|
|
2023
Q2 | $2.11M | Sell |
44,963
-961
| -2% | -$45.1K | 0.6% | 35 |
|
|
2023
Q1 | $2.04M | Buy |
45,924
+12,149
| +36% | +$539K | 0.67% | 36 |
|
|
2022
Q4 | $1.48M | Buy |
+33,775
| New | +$1.48M | 0.5% | 49 |
|