HBK Sorce Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $836K | Sell |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $739K | Buy |
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|
2024
Q4 | $747K | Sell |
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|
2024
Q3 | $756K | Buy |
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|
2024
Q2 | $685K | Buy |
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|
2024
Q1 | $687K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $613K | Sell |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $694K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $240K | Buy |
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