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