EPG Wealth 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 | $17.3K | Sell |
276
-25,235
| -99% | -$1.58M | 0.01% | 255 |
|
|
2025
Q1 | $1.49M | Sell |
25,511
-10,944
| -30% | -$641K | 0.42% | 69 |
|
|
2024
Q4 | $2.16M | Sell |
36,455
-2,445
| -6% | -$145K | 0.57% | 38 |
|
|
2024
Q3 | $2.3M | Buy |
+38,900
| New | +$2.3M | 0.58% | 37 |
|
|
2024
Q2 | – | Sell |
-40,889
| Closed | -$2.3M | – | 42 |
|
|
2024
Q1 | $2.3M | Buy |
40,889
+3,588
| +10% | +$202K | 0.56% | 38 |
|
|
2023
Q4 | $1.89M | Sell |
37,301
-2,951
| -7% | -$149K | 0.5% | 49 |
|
|
2023
Q3 | $1.85M | Buy |
40,252
+1,558
| +4% | +$71.6K | 0.56% | 37 |
|
|
2023
Q2 | $1.82M | Sell |
38,694
-315
| -0.8% | -$14.8K | 0.54% | 42 |
|
|
2023
Q1 | $1.75M | Buy |
39,009
+1,041
| +3% | +$46.7K | 0.55% | 41 |
|
|
2022
Q4 | $1.67M | Buy |
37,968
+2,083
| +6% | +$91.5K | 0.63% | 32 |
|
|
2022
Q3 | $1.4M | Sell |
35,885
-1,858
| -5% | -$72.2K | 0.57% | 33 |
|
|
2022
Q2 | $1.54M | Buy |
37,743
+717
| +2% | +$29.3K | 0.66% | 32 |
|
|
2022
Q1 | $1.81M | Buy |
37,026
+4,295
| +13% | +$210K | 0.63% | 36 |
|
|
2021
Q4 | $1.7M | Buy |
32,731
+12,142
| +59% | +$629K | 0.6% | 34 |
|
|
2021
Q3 | $977K | Buy |
20,589
+1,918
| +10% | +$91K | 0.39% | 56 |
|
|
2021
Q2 | $897K | Buy |
18,671
+5,740
| +44% | +$276K | 0.38% | 59 |
|
|
2021
Q1 | $588K | Buy |
12,931
+1,827
| +16% | +$83.1K | 0.29% | 80 |
|
|
2020
Q4 | $443K | Sell |
11,104
-3,095
| -22% | -$123K | 0.27% | 88 |
|
|
2020
Q3 | $465K | Sell |
14,199
-5,215
| -27% | -$171K | 0.34% | 67 |
|
|
2020
Q2 | $599K | Sell |
19,414
-917
| -5% | -$28.3K | 0.42% | 57 |
|
|
2020
Q1 | $521K | Buy |
+20,331
| New | +$521K | 0.38% | 57 |
|