Forum Private Client Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
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2025
Q1 | $201K | Sell |
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|
2024
Q4 | $236K | Sell |
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2024
Q3 | $238K | Sell |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $259K | Sell |
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $287K | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $254K | Sell |
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|
2022
Q2 | $278K | Buy |
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|
2022
Q1 | $277K | Buy |
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