Geneos Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.3M | Buy |
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|
2025
Q2 | $16.7M | Sell |
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|
2025
Q1 | $21.4M | Buy |
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|
2024
Q4 | $7.55M | Buy |
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|
2024
Q3 | $7.23M | Buy |
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|
2024
Q2 | $5.76M | Buy |
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|
2024
Q1 | $5.41M | Buy |
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|
2023
Q4 | $4.58M | Buy |
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|
2023
Q3 | $3.66M | Buy |
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|
2023
Q2 | $3.36M | Sell |
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|
2023
Q1 | $3.24M | Buy |
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|
2022
Q4 | $3.01M | Buy |
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|
2022
Q3 | $2.65M | Sell |
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|
2022
Q2 | $2.93M | Buy |
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|
2022
Q1 | $3.44M | Sell |
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|
2021
Q4 | $3.88M | Buy |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $2.76M | Buy |
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|
2020
Q4 | $1.97M | Buy |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $857K | Buy |
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|
2020
Q1 | $724K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $795K | Sell |
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|
2019
Q2 | $843K | Sell |
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|
2019
Q1 | $811K | Sell |
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|
2018
Q4 | $844K | Buy |
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|
2018
Q3 | $944K | Buy |
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|
2018
Q2 | $703K | Buy |
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|
2018
Q1 | $51K | Sell |
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|
2017
Q4 | $53K | Hold |
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|
2017
Q3 | $50K | Sell |
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|
2017
Q2 | $164K | Buy |
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|
2017
Q1 | $126K | Buy |
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