Founders Financial Alliance’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 | $313K | Sell |
4,994
-491
| -9% | -$30.8K | 0.07% | 245 |
|
|
2025
Q1 | $321K | Buy |
5,485
+129
| +2% | +$7.55K | 0.08% | 245 |
|
|
2024
Q4 | $317K | Buy |
5,356
+19
| +0.4% | +$1.12K | 0.09% | 211 |
|
|
2024
Q3 | $316K | Sell |
5,337
-32
| -0.6% | -$1.9K | 0.09% | 211 |
|
|
2024
Q2 | $294K | Sell |
5,369
-715
| -12% | -$39.2K | 0.09% | 211 |
|
|
2024
Q1 | $342K | Buy |
6,084
+39
| +0.6% | +$2.19K | 0.1% | 197 |
|
|
2023
Q4 | $312K | Hold |
6,045
| – | – | 0.12% | 177 |
|
|
2023
Q3 | $278K | Buy |
6,045
+18
| +0.3% | +$827 | 0.12% | 182 |
|
|
2023
Q2 | $284K | Buy |
6,027
+352
| +6% | +$16.6K | 0.11% | 197 |
|
|
2023
Q1 | $255K | Sell |
5,675
-695
| -11% | -$31.2K | 0.13% | 169 |
|
|
2022
Q4 | $280K | Buy |
6,370
+678
| +12% | +$29.8K | 0.13% | 172 |
|
|
2022
Q3 | $221K | Buy |
5,692
+320
| +6% | +$12.4K | 0.11% | 191 |
|
|
2022
Q2 | $220K | Buy |
5,372
+299
| +6% | +$12.2K | 0.11% | 197 |
|
|
2022
Q1 | $249K | Buy |
5,073
+12
| +0.2% | +$589 | 0.11% | 180 |
|
|
2021
Q4 | $262K | Buy |
5,061
+377
| +8% | +$19.5K | 0.11% | 204 |
|
|
2021
Q3 | $222K | Buy |
4,684
+2,266
| +94% | +$107K | 0.1% | 203 |
|
|
2021
Q2 | $118K | Buy |
2,418
+160
| +7% | +$7.81K | 0.05% | 276 |
|
|
2021
Q1 | $108K | Buy |
+2,258
| New | +$108K | 0.05% | 266 |
|