Founders Financial Securities’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 | $4.01M | Buy |
63,896
+6,576
| +11% | +$413K | 0.3% | 73 |
|
2025
Q1 | $3.26M | Buy |
57,320
+5,822
| +11% | +$331K | 0.28% | 78 |
|
2024
Q4 | $3.05M | Buy |
51,498
+764
| +2% | +$45.2K | 0.27% | 74 |
|
2024
Q3 | $3M | Buy |
50,734
+1,936
| +4% | +$115K | 0.28% | 76 |
|
2024
Q2 | $2.67M | Buy |
48,798
+11,907
| +32% | +$652K | 0.25% | 83 |
|
2024
Q1 | $2.07M | Buy |
36,891
+2,734
| +8% | +$154K | 0.22% | 94 |
|
2023
Q4 | $1.76M | Buy |
34,157
+4,020
| +13% | +$208K | 0.2% | 100 |
|
2023
Q3 | $1.38M | Buy |
30,137
+7,263
| +32% | +$334K | 0.18% | 105 |
|
2023
Q2 | $1.08M | Sell |
22,874
-679
| -3% | -$32K | 0.14% | 130 |
|
2023
Q1 | $1.06M | Sell |
23,553
-598
| -2% | -$26.8K | 0.15% | 130 |
|
2022
Q4 | $1.06M | Sell |
24,151
-1,320
| -5% | -$58K | 0.17% | 128 |
|
2022
Q3 | $990K | Sell |
25,471
-97
| -0.4% | -$3.77K | 0.18% | 118 |
|
2022
Q2 | $1.05M | Buy |
25,568
+4,954
| +24% | +$203K | 0.2% | 95 |
|
2022
Q1 | $1.01M | Buy |
20,614
+1,065
| +5% | +$52.2K | 0.18% | 114 |
|
2021
Q4 | $1.01M | Sell |
19,549
-15,704
| -45% | -$813K | 0.18% | 109 |
|
2021
Q3 | $1.67M | Buy |
35,253
+2,065
| +6% | +$98K | 0.34% | 64 |
|
2021
Q2 | $1.59M | Buy |
33,188
+25,101
| +310% | +$1.21M | 0.32% | 68 |
|
2021
Q1 | $368K | Buy |
+8,087
| New | +$368K | 0.08% | 179 |
|