Harel Insurance Investments & Financial Services’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
$4.33M Hold
69,000
0.05% 121
2025
Q1
$4.04M Sell
69,000
-970
-1% -$56.8K 0.05% 126
2024
Q4
$4.14M Hold
69,970
0.07% 98
2024
Q3
$4.14M Buy
69,970
+1,220
+2% +$72.2K 0.07% 85
2024
Q2
$3.76M Hold
68,750
0.07% 92
2024
Q1
$3.86M Buy
68,750
+9,600
+16% +$539K 0.07% 87
2023
Q4
$3.06M Hold
59,150
0.05% 111
2023
Q3
$2.72M Buy
59,150
+9,650
+19% +$443K 0.05% 111
2023
Q2
$2.33M Hold
49,500
0.06% 90
2023
Q1
$2.22M Hold
49,500
0.05% 131
2022
Q4
$2.17M Hold
49,500
0.05% 125
2022
Q3
$1.93M Sell
49,500
-4,500
-8% -$175K 0.05% 138
2022
Q2
$2.21M Hold
54,000
0.05% 131
2022
Q1
$2.65M Buy
+54,000
New +$2.65M 0.04% 132