Family Capital 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 | $1.25M | Sell |
19,971
-239
| -1% | -$15K | 0.66% | 31 |
|
|
2025
Q1 | $1.18M | Sell |
20,210
-108
| -0.5% | -$6.32K | 0.73% | 29 |
|
|
2024
Q4 | $1.2M | Sell |
20,318
-96
| -0.5% | -$5.68K | 0.73% | 29 |
|
|
2024
Q3 | $1.21M | Sell |
20,414
-511
| -2% | -$30.3K | 0.78% | 26 |
|
|
2024
Q2 | $1.15M | Sell |
20,925
-1,425
| -6% | -$78K | 0.78% | 27 |
|
|
2024
Q1 | $1.26M | Sell |
22,350
-1,246
| -5% | -$70K | 0.87% | 25 |
|
|
2023
Q4 | $1.22M | Sell |
23,596
-2,976
| -11% | -$154K | 0.86% | 26 |
|
|
2023
Q3 | $1.22M | Sell |
26,572
-4,104
| -13% | -$189K | 0.81% | 25 |
|
|
2023
Q2 | $1.44M | Sell |
30,676
-59
| -0.2% | -$2.78K | 0.9% | 23 |
|
|
2023
Q1 | $1.38M | Sell |
30,735
-7,433
| -19% | -$334K | 0.6% | 23 |
|
|
2022
Q4 | $1.68M | Buy |
+38,168
| New | +$1.68M | 1.1% | 19 |
|