HFS
Howard Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
212,224
+7,370
| +4% | +$462K | 1.75% | 18 |
|
|
2025
Q1 | $12M | Buy |
204,854
+4,873
| +2% | +$285K | 1.63% | 19 |
|
|
2024
Q4 | $11.8M | Sell |
199,981
-1,229
| -0.6% | -$72.7K | 1.61% | 19 |
|
|
2024
Q3 | $11.9M | Buy |
201,210
+9,259
| +5% | +$548K | 1.72% | 20 |
|
|
2024
Q2 | $10.5M | Sell |
191,951
-2,018
| -1% | -$110K | 1.72% | 19 |
|
|
2024
Q1 | $10.9M | Buy |
193,969
+10,508
| +6% | +$590K | 1.88% | 17 |
|
|
2023
Q4 | $9.48M | Buy |
183,461
+15,909
| +9% | +$822K | 1.83% | 18 |
|
|
2023
Q3 | $7.7M | Buy |
167,552
+4,017
| +2% | +$185K | 1.77% | 18 |
|
|
2023
Q2 | $7.7M | Buy |
163,535
+1,662
| +1% | +$78.3K | 1.84% | 17 |
|
|
2023
Q1 | $7.26M | Buy |
161,873
+31,397
| +24% | +$1.41M | 1.77% | 17 |
|
|
2022
Q4 | $5.73M | Buy |
130,476
+58,142
| +80% | +$2.55M | 1.51% | 19 |
|
|
2022
Q3 | $2.81M | Buy |
72,334
+61,280
| +554% | +$2.38M | 0.91% | 21 |
|
|
2022
Q2 | $452K | Buy |
11,054
+1,269
| +13% | +$51.9K | 0.15% | 61 |
|
|
2022
Q1 | $479K | Buy |
+9,785
| New | +$479K | 0.14% | 64 |
|