Gladstone Institutional Advisory’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
$14.3M Buy
2025
Q1
$12M Sell
2024
Q4
$13.2M Buy
2024
Q3
$12.2M Buy
2024
Q2
$11M Sell
2024
Q1
$11.5M Sell
2023
Q4
$11M Buy
2023
Q3
$1.04M Sell
2023
Q2
$1.12M Sell
2023
Q1
$1.07M Sell
2022
Q4
$1.31M Sell
2022
Q3
$2.36M Sell
2022
Q2
$5.05M Buy
2022
Q1
$4.57M Sell
2021
Q4
$8.85M Buy
2021
Q3
$7.65M Buy
2021
Q2
$6.78M Buy
2021
Q1
$344K Buy