FSB Premier Wealth Management’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 | $1.14M | Buy |
18,153
+3
| +0% | +$188 | 0.41% | 69 |
|
|
2025
Q1 | $1.06M | Buy |
18,150
+700
| +4% | +$41K | 0.41% | 69 |
|
|
2024
Q4 | $1.03M | Sell |
17,450
-1,126
| -6% | -$66.6K | 0.41% | 64 |
|
|
2024
Q3 | $1.1M | Buy |
18,576
+1,363
| +8% | +$80.7K | 0.45% | 60 |
|
|
2024
Q2 | $942K | Sell |
17,213
-2,124
| -11% | -$116K | 0.43% | 55 |
|
|
2024
Q1 | $1.09M | Buy |
19,337
+226
| +1% | +$12.7K | 0.51% | 45 |
|
|
2023
Q4 | $987K | Buy |
19,111
+147
| +0.8% | +$7.6K | 0.49% | 49 |
|
|
2023
Q3 | $871K | Sell |
18,964
-10,930
| -37% | -$502K | 0.48% | 44 |
|
|
2023
Q2 | $1.41M | Sell |
29,894
-201
| -0.7% | -$9.47K | 0.76% | 30 |
|
|
2023
Q1 | $1.35M | Sell |
30,095
-54,050
| -64% | -$2.43M | 0.75% | 32 |
|
|
2022
Q4 | $3.7M | Buy |
84,145
+2,290
| +3% | +$101K | 2.02% | 13 |
|
|
2022
Q3 | $3.18M | Buy |
81,855
+12,030
| +17% | +$468K | 1.86% | 16 |
|
|
2022
Q2 | $2.86M | Buy |
69,825
+801
| +1% | +$32.8K | 1.58% | 17 |
|
|
2022
Q1 | $3.24M | Buy |
69,024
+39,854
| +137% | +$1.87M | 1.63% | 16 |
|
|
2021
Q4 | $1.51M | Buy |
+29,170
| New | +$1.51M | 0.63% | 34 |
|