GA
Goldstein Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
5,174
-317
| -6% | -$19.9K | 0.04% | 122 |
|
|
2025
Q1 | $321K | Sell |
5,491
-145
| -3% | -$8.49K | 0.05% | 133 |
|
|
2024
Q4 | $333K | Sell |
5,636
-223
| -4% | -$13.2K | 0.05% | 121 |
|
|
2024
Q3 | $347K | Sell |
5,859
-131
| -2% | -$7.76K | 0.05% | 112 |
|
|
2024
Q2 | $328K | Sell |
5,990
-60
| -1% | -$3.29K | 0.05% | 105 |
|
|
2024
Q1 | $340K | Sell |
6,050
-2,345
| -28% | -$132K | 0.06% | 103 |
|
|
2023
Q4 | $434K | Sell |
8,395
-447,266
| -98% | -$23.1M | 0.07% | 111 |
|
|
2023
Q3 | $20.9M | Buy |
455,661
+24,648
| +6% | +$1.13M | 4.37% | 5 |
|
|
2023
Q2 | $20.3M | Buy |
431,013
+41,650
| +11% | +$1.96M | 4.25% | 5 |
|
|
2023
Q1 | $17.5M | Buy |
389,363
+113,496
| +41% | +$5.09M | 3.84% | 4 |
|
|
2022
Q4 | $12.1M | Buy |
+275,867
| New | +$12.1M | 2.93% | 12 |
|