EP Wealth 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	$102K	Buy	+1,633	New	+$102K	﹤0.01%	1384
2025 Q1	–	Sell	-2,634	Closed	-$156K	–	1359
2024 Q4	$156K	Buy	+2,634	New	+$156K	﹤0.01%	1141