Family 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	$1.75M	Sell	27,837 -9,496	-25%	-$596K	0.26%	77
2025 Q1	$2.19M	Sell	37,333 -18,662	-33%	-$1.09M	0.36%	70
2024 Q4	$3.31M	Buy	55,995 +1,316	+2%	+$77.8K	0.53%	44
2024 Q3	$3.24M	Buy	+54,679	New	+$3.24M	0.53%	47