CA
Crumly & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Buy |
349,978
+8,227
| +2% | +$516K | 5.34% | 2 |
|
|
2025
Q1 | $20M | Buy |
341,751
+7,811
| +2% | +$457K | 5.52% | 2 |
|
|
2024
Q4 | $19.7M | Buy |
333,940
+21,765
| +7% | +$1.29M | 5.38% | 1 |
|
|
2024
Q3 | $18.5M | Sell |
312,175
-27,438
| -8% | -$1.62M | 5.11% | 1 |
|
|
2024
Q2 | $18.6M | Sell |
339,613
-819
| -0.2% | -$44.8K | 5.35% | 1 |
|
|
2024
Q1 | $19.1M | Buy |
340,432
+194,383
| +133% | +$10.9M | 5.03% | 2 |
|
|
2023
Q4 | $7.55M | Buy |
146,049
+92,955
| +175% | +$4.8M | 2.2% | 19 |
|
|
2023
Q3 | $2.44M | Sell |
53,094
-423
| -0.8% | -$19.4K | 0.96% | 38 |
|
|
2023
Q2 | $2.52M | Sell |
53,517
-60,196
| -53% | -$2.84M | 1.01% | 33 |
|
|
2023
Q1 | $5.1M | Sell |
113,713
-10,834
| -9% | -$486K | 2.22% | 16 |
|
|
2022
Q4 | $5.47M | Sell |
124,547
-95,305
| -43% | -$4.19M | 2.06% | 16 |
|
|
2022
Q3 | $8.55M | Buy |
219,852
+9,941
| +5% | +$387K | 3.53% | 10 |
|
|
2022
Q2 | $8.59M | Sell |
209,911
-5,515
| -3% | -$226K | 3.57% | 11 |
|
|
2022
Q1 | $10.6M | Buy |
215,426
+15,107
| +8% | +$740K | 3.96% | 6 |
|
|
2021
Q4 | $10.1M | Buy |
200,319
+36,041
| +22% | +$1.82M | 4% | 9 |
|
|
2021
Q3 | $7.8M | Buy |
164,278
+6,128
| +4% | +$291K | 3.62% | 7 |
|
|
2021
Q2 | $7.6M | Buy |
158,150
+22,401
| +17% | +$1.08M | 3.68% | 9 |
|
|
2021
Q1 | $6.18M | Buy |
135,749
+22,549
| +20% | +$1.03M | 3.61% | 10 |
|
|
2020
Q4 | $4.64M | Buy |
+113,200
| New | +$4.64M | 3.26% | 12 |
|