Cyndeo Wealth Partners’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 | $485K | Sell |
7,722
-37
| -0.5% | -$2.32K | 0.03% | 313 |
|
|
2025
Q1 | $454K | Buy |
7,759
+162
| +2% | +$9.48K | 0.03% | 314 |
|
|
2024
Q4 | $449K | Buy |
7,597
+1,287
| +20% | +$76.1K | 0.03% | 311 |
|
|
2024
Q3 | $374K | Buy |
6,310
+1,194
| +23% | +$70.7K | 0.03% | 336 |
|
|
2024
Q2 | $280K | Sell |
5,116
-56,066
| -92% | -$3.07M | 0.02% | 342 |
|
|
2024
Q1 | $3.44M | Buy |
61,182
+38,140
| +166% | +$2.14M | 0.29% | 105 |
|
|
2023
Q4 | $1.19M | Buy |
+23,042
| New | +$1.19M | 0.11% | 176 |
|