Crewe Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$51.5K	Sell	754 -2,267	-75%	-$161K	﹤0.01%	378
2025 Q4	$210K	Buy	3,021 +1	+0%	+$68	0.02%	204
2025 Q3	$203K	Buy	3,020 +1	+0%	+$65	0.02%	204
2025 Q2	$189K	Buy	3,019 +2,271	+304%	+$134K	0.03%	156
2025 Q1	$43.8K	Buy	748 +2	+0.3%	+$122	0.01%	278
2024 Q4	$44.1K	Sell	746 -889	-54%	-$54.2K	0.01%	290
2024 Q3	$96.8K	Buy	1,635 +182	+13%	+$10.3K	0.01%	235
2024 Q2	$79.5K	Buy	1,453 +698	+92%	+$38.2K	0.01%	302
2024 Q1	$42.4K	Sell	755 -140	-16%	-$7.34K	﹤0.01%	382
2023 Q4	$46.3K	Sell	895 -120	-12%	-$5.67K	0.01%	131
2023 Q3	$46.6K	Buy	+1,015	New	+$48.5K	0.01%	146
2023 Q1	–	Sell	-2,000	Closed	-$87.8K	–	995
2022 Q4	$87.8K	Hold	2,000	–	–	0.01%	233
2022 Q3	$78K	Hold	2,000	–	–	0.01%	255
2022 Q2	$82K	Hold	2,000	–	–	0.02%	235
2022 Q1	$98K	Hold	2,000	–	–	0.02%	177
2021 Q4	$104K	Hold	2,000	–	–	0.02%	135
2021 Q3	$95K	Hold	2,000	–	–	0.02%	112
2021 Q2	$96K	Hold	2,000	–	–	0.02%	112
2021 Q1	$91K	Buy	+2,000	New	+$85.3K	0.02%	111