Crown Wealth Group’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 | – | Sell |
-4,443
| Closed | -$260K | – | 126 |
|
|
2025
Q1 | $260K | Buy |
+4,443
| New | +$260K | 0.13% | 79 |
|
|
2023
Q3 | – | Sell |
-6,146
| Closed | -$289K | – | 78 |
|
|
2023
Q2 | $289K | Sell |
6,146
-1,355
| -18% | -$63.8K | 0.23% | 51 |
|
|
2023
Q1 | $337K | Sell |
7,501
-34
| -0.5% | -$1.53K | 0.28% | 45 |
|
|
2022
Q4 | $331K | Hold |
7,535
| – | – | 0.31% | 44 |
|
|
2022
Q3 | $293K | Sell |
7,535
-1,490
| -17% | -$57.9K | 0.3% | 43 |
|
|
2022
Q2 | $369K | Buy |
9,025
+400
| +5% | +$16.4K | 0.33% | 44 |
|
|
2022
Q1 | $423K | Sell |
8,625
-17,773
| -67% | -$872K | 0.29% | 54 |
|
|
2021
Q4 | $1.37M | Buy |
+26,398
| New | +$1.37M | 1.27% | 19 |
|