Daymark 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 | $11.9M | Buy |
189,775
+94,240
| +99% | +$5.91M | 0.45% | 48 |
|
|
2025
Q1 | $5.59M | Buy |
95,535
+770
| +0.8% | +$45.1K | 0.24% | 90 |
|
|
2024
Q4 | $5.6M | Buy |
94,765
+2,688
| +3% | +$159K | 0.24% | 88 |
|
|
2024
Q3 | $5.45M | Buy |
92,077
+7,572
| +9% | +$448K | 0.23% | 93 |
|
|
2024
Q2 | $4.63M | Buy |
84,505
+4,693
| +6% | +$257K | 0.21% | 97 |
|
|
2024
Q1 | $4.48M | Buy |
79,812
+6,837
| +9% | +$384K | 0.24% | 90 |
|
|
2023
Q4 | $3.77M | Buy |
72,975
+4,012
| +6% | +$207K | 0.23% | 91 |
|
|
2023
Q3 | $3.17M | Buy |
68,963
+9,097
| +15% | +$418K | 0.22% | 94 |
|
|
2023
Q2 | $2.82M | Buy |
59,866
+22,096
| +59% | +$1.04M | 0.21% | 95 |
|
|
2023
Q1 | $1.69M | Buy |
37,770
+3,307
| +10% | +$148K | 0.22% | 91 |
|
|
2022
Q4 | $1.51M | Buy |
+34,463
| New | +$1.51M | 0.27% | 74 |
|