Crewe Advisors’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 | $189K | Buy |
3,019
+2,271
| +304% | +$142K | 0.03% | 156 |
|
|
2025
Q1 | $43.8K | Buy |
748
+2
| +0.3% | +$117 | 0.01% | 278 |
|
|
2024
Q4 | $44.1K | Sell |
746
-889
| -54% | -$52.6K | 0.01% | 290 |
|
|
2024
Q3 | $96.8K | Buy |
1,635
+182
| +13% | +$10.8K | 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% | -$7.86K | ﹤0.01% | 382 |
|
|
2023
Q4 | $46.3K | Sell |
895
-120
| -12% | -$6.2K | 0.01% | 131 |
|
|
2023
Q3 | $46.6K | Buy |
+1,015
| New | +$46.6K | 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 | +$91K | 0.02% | 111 |
|