Fee-Only Financial Planning’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 | $266K | Hold |
4,235
| – | – | 0.16% | 35 |
|
|
2025
Q1 | $248K | Sell |
4,235
-200
| -5% | -$11.7K | 0.17% | 37 |
|
|
2024
Q4 | $262K | Sell |
4,435
-200
| -4% | -$11.8K | 0.17% | 36 |
|
|
2024
Q3 | $274K | Sell |
4,635
-300
| -6% | -$17.8K | 0.18% | 36 |
|
|
2024
Q2 | $270K | Sell |
4,935
-200
| -4% | -$11K | 0.18% | 35 |
|
|
2024
Q1 | $288K | Sell |
5,135
-630
| -11% | -$35.4K | 0.19% | 35 |
|
|
2023
Q4 | $298K | Sell |
5,765
-100
| -2% | -$5.17K | 0.22% | 32 |
|
|
2023
Q3 | $269K | Hold |
5,865
| – | – | 0.22% | 34 |
|
|
2023
Q2 | $276K | Hold |
5,865
| – | – | 0.21% | 36 |
|
|
2023
Q1 | $263K | Sell |
5,865
-300
| -5% | -$13.5K | 0.21% | 35 |
|
|
2022
Q4 | $271K | Buy |
+6,165
| New | +$271K | 0.23% | 36 |
|