Greenwich 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 | $558K | Buy |
8,890
+1
| +0% | +$63 | 0.03% | 168 |
|
|
2025
Q1 | $520K | Buy |
8,889
+1
| +0% | +$58 | 0.04% | 159 |
|
|
2024
Q4 | $526K | Hold |
8,888
| – | – | 0.04% | 163 |
|
|
2024
Q3 | $526K | Buy |
8,888
+851
| +11% | +$50.4K | 0.04% | 167 |
|
|
2024
Q2 | $440K | Hold |
8,037
| – | – | 0.03% | 170 |
|
|
2024
Q1 | $451K | Sell |
8,037
-630
| -7% | -$35.4K | 0.04% | 173 |
|
|
2023
Q4 | $448K | Sell |
8,667
-227
| -3% | -$11.7K | 0.04% | 165 |
|
|
2023
Q3 | $409K | Sell |
8,894
-1,792
| -17% | -$82.4K | 0.04% | 160 |
|
|
2023
Q2 | $503K | Sell |
10,686
-26,159
| -71% | -$1.23M | 0.05% | 154 |
|
|
2023
Q1 | $1.65M | Sell |
36,845
-7,701
| -17% | -$345K | 0.18% | 79 |
|
|
2022
Q4 | $1.96M | Sell |
44,546
-2,427
| -5% | -$107K | 0.22% | 71 |
|
|
2022
Q3 | $1.83M | Sell |
46,973
-26,324
| -36% | -$1.02M | 0.19% | 73 |
|
|
2022
Q2 | $3M | Buy |
73,297
+1,425
| +2% | +$58.3K | 0.4% | 44 |
|
|
2022
Q1 | $3.52M | Buy |
71,872
+58,728
| +447% | +$2.88M | 0.36% | 42 |
|
|
2021
Q4 | $681K | Buy |
+13,144
| New | +$681K | 0.06% | 140 |
|