FIA
Foundations Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
277,590
+35,749
| +15% | +$2.24M | 0.28% | 92 |
|
|
2025
Q1 | $14.2M | Sell |
241,841
-56,163
| -19% | -$3.29M | 0.26% | 100 |
|
|
2024
Q4 | $17.6M | Buy |
298,004
+18,743
| +7% | +$1.11M | 0.34% | 68 |
|
|
2024
Q3 | $16.5M | Buy |
279,261
+49,950
| +22% | +$2.96M | 0.35% | 69 |
|
|
2024
Q2 | $12.6M | Buy |
229,311
+12,311
| +6% | +$674K | 0.3% | 73 |
|
|
2024
Q1 | $12.2M | Buy |
217,000
+27,802
| +15% | +$1.56M | 0.32% | 66 |
|
|
2023
Q4 | $9.7M | Buy |
189,198
+4,764
| +3% | +$244K | 0.26% | 75 |
|
|
2023
Q3 | $8.47M | Buy |
184,434
+72,091
| +64% | +$3.31M | 0.26% | 74 |
|
|
2023
Q2 | $5.29M | Buy |
112,343
+6,829
| +6% | +$322K | 0.18% | 88 |
|
|
2023
Q1 | $4.73M | Buy |
105,514
+99,592
| +1,682% | +$4.47M | 0.17% | 88 |
|
|
2022
Q4 | $260K | Sell |
5,922
-62,033
| -91% | -$2.72M | 0.01% | 367 |
|
|
2022
Q3 | $2.64M | Sell |
67,955
-475
| -0.7% | -$18.5K | 0.12% | 80 |
|
|
2022
Q2 | $2.8M | Buy |
+68,430
| New | +$2.8M | 0.12% | 80 |
|