Guardian Wealth Advisors (North Carolina)’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 | $33.5M | Buy |
534,527
+21,650
| +4% | +$1.36M | 2.36% | 9 |
|
|
2025
Q1 | $30M | Buy |
512,877
+15,382
| +3% | +$900K | 2.4% | 9 |
|
|
2024
Q4 | $29.4M | Buy |
497,495
+14,984
| +3% | +$886K | 2.32% | 9 |
|
|
2024
Q3 | $28.6M | Buy |
482,511
+17,661
| +4% | +$1.05M | 3.03% | 9 |
|
|
2024
Q2 | $25.5M | Buy |
464,850
+48,512
| +12% | +$2.66M | 2.98% | 9 |
|
|
2024
Q1 | $23.4M | Buy |
416,338
+40,536
| +11% | +$2.28M | 2.86% | 9 |
|
|
2023
Q4 | $19.4M | Sell |
375,802
-1,789
| -0.5% | -$92.4K | 2.95% | 8 |
|
|
2023
Q3 | $17.4M | Sell |
377,591
-34,600
| -8% | -$1.59M | 2.95% | 7 |
|
|
2023
Q2 | $19.4M | Buy |
412,191
+1,767
| +0.4% | +$83.2K | 3.33% | 5 |
|
|
2023
Q1 | $18.4M | Buy |
410,424
+52,432
| +15% | +$2.35M | 3.23% | 6 |
|
|
2022
Q4 | $15.7M | Sell |
357,992
-3,210
| -0.9% | -$141K | 3.02% | 8 |
|
|
2022
Q3 | $14M | Buy |
361,202
+15,409
| +4% | +$599K | 2.62% | 8 |
|
|
2022
Q2 | $14.2M | Buy |
345,793
+331,478
| +2,316% | +$13.6M | 2.58% | 8 |
|
|
2022
Q1 | $701K | Buy |
14,315
+14,176
| +10,199% | +$694K | 0.3% | 56 |
|
|
2021
Q4 | $7K | Buy |
+139
| New | +$7K | ﹤0.01% | 214 |
|