DHJJ Financial Advisors’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 | $1.06M | Buy |
16,942
+3,691
| +28% | +$232K | 0.38% | 46 |
|
|
2025
Q1 | $776K | Buy |
13,251
+751
| +6% | +$44K | 0.31% | 59 |
|
|
2024
Q4 | $739K | Buy |
12,500
+133
| +1% | +$7.87K | 0.29% | 66 |
|
|
2024
Q3 | $732K | Sell |
12,367
-380
| -3% | -$22.5K | 0.29% | 65 |
|
|
2024
Q2 | $698K | Buy |
12,747
+1,696
| +15% | +$92.9K | 0.29% | 65 |
|
|
2024
Q1 | $621K | Buy |
11,051
+1,511
| +16% | +$84.9K | 0.27% | 68 |
|
|
2023
Q4 | $493K | Buy |
9,540
+3,857
| +68% | +$199K | 0.23% | 77 |
|
|
2023
Q3 | $261K | Sell |
5,683
-24
| -0.4% | -$1.1K | 0.13% | 112 |
|
|
2023
Q2 | $269K | Buy |
5,707
+31
| +0.5% | +$1.46K | 0.14% | 118 |
|
|
2023
Q1 | $255K | Buy |
5,676
+114
| +2% | +$5.12K | 0.14% | 116 |
|
|
2022
Q4 | $244K | Sell |
5,562
-650
| -10% | -$28.6K | 0.14% | 121 |
|
|
2022
Q3 | $242K | Buy |
6,212
+345
| +6% | +$13.4K | 0.14% | 114 |
|
|
2022
Q2 | $240K | Buy |
5,867
+1,298
| +28% | +$53.1K | 0.13% | 118 |
|
|
2022
Q1 | $223K | Buy |
+4,569
| New | +$223K | 0.11% | 129 |
|