GDS 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 | $200K | Buy |
+3,193
| New | +$200K | 0.01% | 172 |
|
|
2025
Q1 | – | Sell |
-3,455
| Closed | -$204K | – | 180 |
|
|
2024
Q4 | $204K | Sell |
3,455
-422
| -11% | -$25K | 0.02% | 167 |
|
|
2024
Q3 | $230K | Sell |
3,877
-1
| -0% | -$59 | 0.02% | 158 |
|
|
2024
Q2 | $212K | Sell |
3,878
-383
| -9% | -$21K | 0.02% | 130 |
|
|
2024
Q1 | $239K | Sell |
4,261
-119
| -3% | -$6.68K | 0.03% | 121 |
|
|
2023
Q4 | $226K | Sell |
4,380
-193
| -4% | -$9.97K | 0.03% | 119 |
|
|
2023
Q3 | $210K | Sell |
4,573
-60
| -1% | -$2.76K | 0.03% | 117 |
|
|
2023
Q2 | $218K | Sell |
4,633
-824
| -15% | -$38.8K | 0.04% | 116 |
|
|
2023
Q1 | $245K | Sell |
5,457
-5,065
| -48% | -$227K | 0.04% | 103 |
|
|
2022
Q4 | $462K | Sell |
10,522
-2,735
| -21% | -$120K | 0.09% | 83 |
|
|
2022
Q3 | $515K | Sell |
13,257
-1,619
| -11% | -$62.9K | 0.11% | 68 |
|
|
2022
Q2 | $609K | Sell |
14,876
-297,838
| -95% | -$12.2M | 0.14% | 65 |
|
|
2022
Q1 | $15M | Buy |
312,714
+21,999
| +8% | +$1.05M | 3.3% | 8 |
|
|
2021
Q4 | $15.1M | Buy |
+290,715
| New | +$15.1M | 3.37% | 8 |
|