Guided Capital 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
$8.41M Sell
134,022
-2,008
-1% -$126K 6.48% 3
2025
Q1
$7.96M Buy
136,030
+3,104
+2% +$182K 6.65% 3
2024
Q4
$7.86M Buy
+132,926
New +$7.86M 7.2% 3