Equitable Trust’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 | $384K | Hold |
6,120
| – | – | 0.02% | 347 |
|
|
2025
Q1 | $358K | Hold |
6,120
| – | – | 0.02% | 369 |
|
|
2024
Q4 | $362K | Hold |
6,120
| – | – | 0.02% | 385 |
|
|
2024
Q3 | $362K | Hold |
6,120
| – | – | 0.02% | 366 |
|
|
2024
Q2 | $335K | Buy |
6,120
+1,120
| +22% | +$61.3K | 0.02% | 363 |
|
|
2024
Q1 | $281K | Hold |
5,000
| – | – | 0.02% | 384 |
|
|
2023
Q4 | $258K | Hold |
5,000
| – | – | 0.02% | 373 |
|
|
2023
Q3 | $230K | Buy |
+5,000
| New | +$230K | 0.02% | 378 |
|