Gallagher Fiduciary Advisors’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
$7.47M Buy
119,055
+78,264
+192% +$4.91M 0.29% 22
2025
Q1
$2.39M Buy
40,791
+154
+0.4% +$9.02K 0.08% 55
2024
Q4
$2.4M Buy
40,637
+743
+2% +$43.9K 0.47% 33
2024
Q3
$2.36M Buy
39,894
+60
+0.2% +$3.55K 0.48% 32
2024
Q2
$2.18M Buy
39,834
+2,947
+8% +$161K 0.49% 28
2024
Q1
$2.07M Buy
36,887
+3,106
+9% +$174K 0.07% 37
2023
Q4
$1.75M Buy
33,781
+27,197
+413% +$1.41M 0.06% 37
2023
Q3
$303K Hold
6,584
0.03% 133
2023
Q2
$310K Hold
6,584
0.02% 156
2023
Q1
$295K Buy
+6,584
New +$295K 0.02% 152