Dynamic Advisor Solutions’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 | $373K | Sell |
5,952
-938
| -14% | -$58.9K | 0.01% | 678 |
|
|
2025
Q1 | $403K | Buy |
6,890
+2,136
| +45% | +$125K | 0.01% | 632 |
|
|
2024
Q4 | $281K | Sell |
4,754
-135
| -3% | -$7.98K | 0.01% | 551 |
|
|
2024
Q3 | $289K | Buy |
4,889
+92
| +2% | +$5.45K | 0.01% | 761 |
|
|
2024
Q2 | $263K | Sell |
4,797
-284
| -6% | -$15.5K | 0.01% | 809 |
|
|
2024
Q1 | $285K | Sell |
5,081
-228
| -4% | -$12.8K | 0.01% | 777 |
|
|
2023
Q4 | $273K | Buy |
5,309
+323
| +6% | +$16.6K | 0.01% | 747 |
|
|
2023
Q3 | $229K | Buy |
4,986
+510
| +11% | +$23.4K | 0.01% | 742 |
|
|
2023
Q2 | $211K | Buy |
+4,476
| New | +$211K | 0.01% | 730 |
|
|
2023
Q1 | – | Sell |
-5,553
| Closed | -$244K | – | 792 |
|
|
2022
Q4 | $244K | Sell |
5,553
-27
| -0.5% | -$1.19K | 0.02% | 607 |
|
|
2022
Q3 | $217K | Buy |
5,580
+452
| +9% | +$17.6K | 0.02% | 615 |
|
|
2022
Q2 | $210K | Sell |
5,128
-684
| -12% | -$28K | 0.02% | 636 |
|
|
2022
Q1 | $285K | Sell |
5,812
-895
| -13% | -$43.9K | 0.02% | 577 |
|
|
2021
Q4 | $347K | Buy |
6,707
+285
| +4% | +$14.7K | 0.02% | 521 |
|
|
2021
Q3 | $305K | Buy |
6,422
+1,270
| +25% | +$60.3K | 0.02% | 572 |
|
|
2021
Q2 | $248K | Buy |
+5,152
| New | +$248K | 0.02% | 605 |
|