Gateway Wealth Partners’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 | $6.51M | Buy |
103,766
+43,510
| +72% | +$2.73M | 1.24% | 14 |
|
|
2025
Q1 | $3.53M | Buy |
60,256
+6,313
| +12% | +$370K | 0.79% | 36 |
|
|
2024
Q4 | $3.19M | Sell |
53,943
-18,221
| -25% | -$1.08M | 0.83% | 32 |
|
|
2024
Q3 | $4.27M | Sell |
72,164
-5,052
| -7% | -$299K | 1.18% | 19 |
|
|
2024
Q2 | $4.23M | Buy |
77,216
+7,098
| +10% | +$389K | 1.28% | 17 |
|
|
2024
Q1 | $3.94M | Sell |
70,118
-1,491
| -2% | -$83.7K | 1.41% | 17 |
|
|
2023
Q4 | $3.7M | Buy |
71,609
+518
| +0.7% | +$26.8K | 1.49% | 15 |
|
|
2023
Q3 | $3.27M | Buy |
71,091
+10,339
| +17% | +$475K | 0.59% | 39 |
|
|
2023
Q2 | $2.86M | Buy |
60,752
+5,833
| +11% | +$275K | 0.51% | 42 |
|
|
2023
Q1 | $2.46M | Sell |
54,919
-5,816
| -10% | -$261K | 0.38% | 49 |
|
|
2022
Q4 | $2.67M | Buy |
+60,735
| New | +$2.67M | 0.46% | 39 |
|