Ergawealth 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 | $17M | Buy |
271,590
+14,279
| +6% | +$896K | 7.67% | 3 |
|
|
2025
Q1 | $15.1M | Buy |
257,311
+2,300
| +0.9% | +$135K | 7.46% | 5 |
|
|
2024
Q4 | $15.1M | Sell |
255,011
-1,326
| -0.5% | -$78.4K | 7.45% | 5 |
|
|
2024
Q3 | $15.2M | Sell |
256,337
-3,747
| -1% | -$222K | 7.53% | 5 |
|
|
2024
Q2 | $14.2M | Buy |
260,084
+8,135
| +3% | +$445K | 7.75% | 5 |
|
|
2024
Q1 | $14.2M | Buy |
251,949
+32,845
| +15% | +$1.84M | 7.76% | 5 |
|
|
2023
Q4 | $11.3M | Buy |
219,104
+33,833
| +18% | +$1.75M | 6.96% | 5 |
|
|
2023
Q3 | $8.51M | Buy |
185,271
+44,018
| +31% | +$2.02M | 5.88% | 5 |
|
|
2023
Q2 | $6.65M | Buy |
141,253
+20,878
| +17% | +$983K | 4.56% | 8 |
|
|
2023
Q1 | $5.4M | Sell |
120,375
-42,565
| -26% | -$1.91M | 4.4% | 9 |
|
|
2022
Q4 | $7.16M | Buy |
+162,940
| New | +$7.16M | 6.48% | 5 |
|