GeoWealth 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
Q2 | $356K | Buy |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $188K | Sell |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $691K | Sell |
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|
2024
Q1 | $9.84M | Sell |
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|
2023
Q4 | $16M | Buy |
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|
2023
Q3 | $184K | Sell |
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|
2023
Q2 | $3.6M | Buy |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $863K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $18.8M | Buy |
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|
2021
Q3 | $214K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $434K | Buy |
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