Creekmur Asset Management’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 | $581K | Sell |
9,256
-1,152
| -11% | -$72.3K | 0.1% | 121 |
|
|
2025
Q1 | $609K | Buy |
10,408
+74
| +0.7% | +$4.33K | 0.13% | 95 |
|
|
2024
Q4 | $611K | Sell |
10,334
-510
| -5% | -$30.2K | 0.14% | 62 |
|
|
2024
Q3 | $642K | Sell |
10,844
-217
| -2% | -$12.8K | 0.15% | 61 |
|
|
2024
Q2 | $606K | Sell |
11,061
-246
| -2% | -$13.5K | 0.16% | 63 |
|
|
2024
Q1 | $635K | Sell |
11,307
-2,065
| -15% | -$116K | 0.22% | 54 |
|
|
2023
Q4 | $691K | Buy |
+13,372
| New | +$691K | 0.21% | 59 |
|