Flynn Zito 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 | $1.13M | Buy |
17,967
+49
| +0.3% | +$3.07K | 0.47% | 40 |
|
|
2025
Q1 | $1.05M | Buy |
17,918
+79
| +0.4% | +$4.63K | 0.48% | 37 |
|
|
2024
Q4 | $1.06M | Buy |
17,839
+88
| +0.5% | +$5.2K | 0.49% | 36 |
|
|
2024
Q3 | $1.05M | Sell |
17,751
-1,734
| -9% | -$103K | 0.51% | 30 |
|
|
2024
Q2 | $1.07M | Buy |
19,485
+572
| +3% | +$31.3K | 0.55% | 29 |
|
|
2024
Q1 | $1.06M | Buy |
18,913
+8,362
| +79% | +$470K | 0.55% | 31 |
|
|
2023
Q4 | $545K | Sell |
10,551
-2,064
| -16% | -$107K | 0.37% | 38 |
|
|
2023
Q3 | $580K | Buy |
12,615
+61
| +0.5% | +$2.8K | 0.41% | 35 |
|
|
2023
Q2 | $591K | Sell |
12,554
-1,673
| -12% | -$78.8K | 0.4% | 34 |
|
|
2023
Q1 | $638K | Hold |
14,227
| – | – | 0.46% | 31 |
|
|
2022
Q4 | $625K | Buy |
+14,227
| New | +$625K | 0.52% | 31 |
|
|
2022
Q2 | – | Sell |
-4,418
| Closed | -$216K | – | 110 |
|
|
2022
Q1 | $216K | Buy |
4,418
+447
| +11% | +$21.9K | 0.18% | 66 |
|
|
2021
Q4 | $206K | Buy |
+3,971
| New | +$206K | 0.17% | 79 |
|