Creative Planning’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 | $840K | Sell |
13,383
-5,938
| -31% | -$373K | ﹤0.01% | 1999 |
|
|
2025
Q1 | $1.13M | Buy |
19,321
+12,737
| +193% | +$746K | ﹤0.01% | 1626 |
|
|
2024
Q4 | $389K | Buy |
6,584
+2,871
| +77% | +$170K | ﹤0.01% | 2453 |
|
|
2024
Q3 | $220K | Sell |
3,713
-1,033
| -22% | -$61.2K | ﹤0.01% | 2757 |
|
|
2024
Q2 | $260K | Buy |
+4,746
| New | +$260K | ﹤0.01% | 2473 |
|
|
2024
Q1 | – | Sell |
-5,463
| Closed | -$282K | – | 2918 |
|
|
2023
Q4 | $282K | Buy |
+5,463
| New | +$282K | ﹤0.01% | 2129 |
|
|
2023
Q2 | – | Sell |
-4,652
| Closed | -$209K | – | 2662 |
|
|
2023
Q1 | $209K | Sell |
4,652
-1,119
| -19% | -$50.2K | ﹤0.01% | 2097 |
|
|
2022
Q4 | $253K | Buy |
+5,771
| New | +$253K | ﹤0.01% | 1838 |
|
|
2022
Q2 | – | Sell |
-4,344
| Closed | -$213K | – | 2378 |
|
|
2022
Q1 | $213K | Buy |
+4,344
| New | +$213K | ﹤0.01% | 1858 |
|
|
2017
Q3 | – | Sell |
-1,430
| Closed | -$39K | – | 3217 |
|
|
2017
Q2 | $39K | Buy |
+1,430
| New | +$39K | ﹤0.01% | 2690 |
|