Golden State 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
$13M Sell
2025
Q2
$14.1M Buy
2025
Q1
$10.1M Buy
2024
Q4
$8.87M Buy
2022
Q1
$1.69M Buy
2021
Q4
$1.11M Buy
2021
Q3
$767K Buy
2021
Q2
$657K Buy
2021
Q1
$479K Sell
2020
Q4
$482K Sell
2020
Q3
$556K Buy
2020
Q2
Sell
2020
Q1
$475K Buy
2019
Q4
Sell
2019
Q3
$859K Sell
2019
Q2
$930K Buy
2019
Q1
$836K Buy