EverSource 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 | $665K | Buy |
10,604
+5,856
| +123% | +$367K | 0.03% | 372 |
|
|
2025
Q1 | $278K | Buy |
4,748
+2,250
| +90% | +$132K | 0.02% | 546 |
|
|
2024
Q4 | $148K | Hold |
2,498
| – | – | 0.01% | 775 |
|
|
2024
Q3 | $148K | Sell |
2,498
-647
| -21% | -$38.3K | 0.01% | 661 |
|
|
2024
Q2 | $184K | Buy |
3,145
+647
| +26% | +$37.8K | 0.01% | 588 |
|
|
2024
Q1 | $133K | Hold |
2,498
| – | – | 0.01% | 614 |
|
|
2023
Q4 | $129K | Hold |
2,498
| – | – | 0.01% | 556 |
|
|
2023
Q3 | $115K | Hold |
2,498
| – | – | 0.01% | 527 |
|
|
2023
Q2 | $118K | Buy |
+2,498
| New | +$118K | 0.01% | 527 |
|