Golden State 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 | $14.1M | Buy |
224,504
+51,572
| +30% | +$3.24M | 1.71% | 10 |
|
|
2025
Q1 | $10.1M | Buy |
172,932
+22,998
| +15% | +$1.35M | 1.5% | 13 |
|
|
2024
Q4 | $8.87M | Buy |
+149,934
| New | +$8.87M | 1.33% | 17 |
|
|
2022
Q1 | $1.69M | Buy |
34,560
+13,114
| +61% | +$642K | 0.33% | 58 |
|
|
2021
Q4 | $1.11M | Buy |
21,446
+5,294
| +33% | +$274K | 0.19% | 111 |
|
|
2021
Q3 | $767K | Buy |
16,152
+2,476
| +18% | +$118K | 0.17% | 118 |
|
|
2021
Q2 | $657K | Buy |
13,676
+3,129
| +30% | +$150K | 0.14% | 133 |
|
|
2021
Q1 | $479K | Sell |
10,547
-1,533
| -13% | -$69.6K | 0.16% | 101 |
|
|
2020
Q4 | $482K | Sell |
12,080
-4,905
| -29% | -$196K | 0.14% | 129 |
|
|
2020
Q3 | $556K | Buy |
+16,985
| New | +$556K | 0.19% | 91 |
|
|
2020
Q2 | – | Sell |
-18,537
| Closed | -$475K | – | 717 |
|
|
2020
Q1 | $475K | Buy |
+18,537
| New | +$475K | 0.21% | 72 |
|
|
2019
Q4 | – | Sell |
-26,971
| Closed | -$859K | – | 709 |
|
|
2019
Q3 | $859K | Sell |
26,971
-2,995
| -10% | -$95.4K | 0.28% | 71 |
|
|
2019
Q2 | $930K | Buy |
29,966
+1,945
| +7% | +$60.4K | 0.3% | 69 |
|
|
2019
Q1 | $836K | Buy |
+28,021
| New | +$836K | 0.28% | 74 |
|