Frisch Financial Group’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
$278K Buy
4,438
+7
+0.2% +$438 0.07% 111
2025
Q1
$259K Buy
4,431
+12
+0.3% +$701 0.07% 108
2024
Q4
$261K Buy
4,419
+14
+0.3% +$827 0.08% 108
2024
Q3
$261K Sell
4,405
-2,673
-38% -$158K 0.08% 110
2024
Q2
$243K Buy
+7,078
New +$243K 0.07% 113