Guardian Wealth Advisors (North Carolina)’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
2026 Q1	$44.1M	Buy	645,395 +1,911	+0.3%	+$136K	2.8%	8
2025 Q4	$44.7M	Buy	643,484 +39,482	+7%	+$2.68M	2.8%	8
2025 Q3	$40.6M	Buy	604,002 +69,475	+13%	+$4.51M	2.65%	8
2025 Q2	$33.5M	Buy	534,527 +21,650	+4%	+$1.27M	2.36%	9
2025 Q1	$30M	Buy	512,877 +15,382	+3%	+$935K	2.4%	9
2024 Q4	$29.4M	Buy	497,495 +14,984	+3%	+$914K	2.35%	9
2024 Q3	$28.6M	Buy	482,511 +17,661	+4%	+$1M	3.09%	9
2024 Q2	$25.5M	Buy	464,850 +48,512	+12%	+$2.65M	2.98%	9
2024 Q1	$23.4M	Buy	416,338 +40,536	+11%	+$2.13M	2.86%	9
2023 Q4	$19.4M	Sell	375,802 -1,789	-0.5%	-$84.6K	2.95%	8
2023 Q3	$17.4M	Sell	377,591 -34,600	-8%	-$1.65M	2.95%	7
2023 Q2	$19.4M	Buy	412,191 +1,767	+0.4%	+$79.9K	3.33%	5
2023 Q1	$18.4M	Buy	410,424 +52,432	+15%	+$2.41M	3.23%	6
2022 Q4	$15.7M	Sell	357,992 -3,210	-0.9%	-$140K	3.02%	8
2022 Q3	$14M	Buy	361,202 +15,409	+4%	+$663K	2.62%	8
2022 Q2	$14.2M	Buy	345,793 +331,478	+2,316%	+$15M	2.58%	8
2022 Q1	$701K	Buy	14,315 +14,176	+10,199%	+$708K	0.3%	56
2021 Q4	$7K	Buy	+139	New	+$7.01K	﹤0.01%	214