Envestnet Portfolio Solutions’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 | $15.5M | Sell |
246,952
-8,671
| -3% | -$544K | 0.06% | 164 |
|
|
2025
Q1 | $15M | Buy |
255,623
+17,926
| +8% | +$1.05M | 0.06% | 165 |
|
|
2024
Q4 | $14.1M | Buy |
237,697
+19,525
| +9% | +$1.15M | 0.05% | 195 |
|
|
2024
Q3 | $12.9M | Sell |
218,172
-9,364
| -4% | -$554K | 0.04% | 211 |
|
|
2024
Q2 | $12.5M | Buy |
227,536
+9,123
| +4% | +$499K | 0.04% | 199 |
|
|
2024
Q1 | $12.3M | Buy |
218,413
+26,967
| +14% | +$1.51M | 0.05% | 198 |
|
|
2023
Q4 | $9.89M | Buy |
191,446
+70,893
| +59% | +$3.66M | 0.04% | 212 |
|
|
2023
Q3 | $5.54M | Buy |
+120,553
| New | +$5.54M | 0.03% | 284 |
|