Ethos Financial Group’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 | $9.28M | Buy |
147,989
+143,972
| +3,584% | +$9.03M | 0.8% | 32 |
|
|
2025
Q1 | $238K | Hold |
4,017
| – | – | 0.02% | 358 |
|
|
2024
Q4 | $238K | Sell |
4,017
-1,110
| -22% | -$65.6K | 0.03% | 258 |
|
|
2024
Q3 | $304K | Buy |
5,127
+137
| +3% | +$8.12K | 0.05% | 201 |
|
|
2024
Q2 | $273K | Buy |
+4,990
| New | +$273K | 0.05% | 213 |
|
|
2024
Q1 | – | Sell |
-17,298
| Closed | -$894K | – | 298 |
|
|
2023
Q4 | $894K | Buy |
+17,298
| New | +$894K | 0.19% | 84 |
|