Delta Investment Management’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 | $412K | Sell |
6,564
-4,914
| -43% | -$308K | 0.08% | 155 |
|
2025
Q1 | $672K | Buy |
11,478
+941
| +9% | +$55.1K | 0.14% | 91 |
|
2024
Q4 | $623K | Buy |
10,537
+61
| +0.6% | +$3.61K | 0.12% | 111 |
|
2024
Q3 | $620K | Buy |
10,476
+1,972
| +23% | +$117K | 0.13% | 103 |
|
2024
Q2 | $466K | Sell |
8,504
-417
| -5% | -$22.8K | 0.1% | 120 |
|
2024
Q1 | $501K | Buy |
+8,921
| New | +$501K | 0.11% | 119 |
|