IAG Wealth Partners’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
2026 Q1	$109K	Hold	1,600	–	–	0.01%	164
2025 Q4	$111K	Hold	1,600	–	–	0.01%	149
2025 Q3	$108K	Hold	1,600	–	–	0.01%	153
2025 Q2	$100K	Hold	1,600	–	–	0.01%	148
2025 Q1	$93.7K	Hold	1,600	–	–	0.01%	149
2024 Q4	$94.6K	Hold	1,600	–	–	0.02%	139
2024 Q3	$94.7K	Sell	1,600 -200	-11%	-$11.4K	0.02%	134
2024 Q2	$98.5K	Hold	1,800	–	–	0.02%	120
2024 Q1	$101K	Buy	1,800 +200	+13%	+$10.5K	0.02%	120
2023 Q4	$82.7K	Sell	1,600 -110	-6%	-$5.2K	0.02%	118
2023 Q3	$78.6K	Hold	1,710	–	–	0.02%	119
2023 Q2	$80.5K	Buy	1,710 +110	+7%	+$4.98K	0.02%	127
2023 Q1	$71.8K	Hold	1,600	–	–	0.02%	117
2022 Q4	$70.3K	Hold	1,600	–	–	0.02%	118
2022 Q3	$62K	Buy	+1,600	New	+$68.8K	0.02%	108
2020 Q4	–	Sell	-58	Closed	-$2K	–	362
2020 Q3	$2K	Hold	58	–	–	﹤0.01%	326
2020 Q2	$2K	Hold	58	–	–	﹤0.01%	367
2020 Q1	$2K	Sell	58 -200	-78%	-$6.49K	﹤0.01%	347
2019 Q4	$10K	Buy	+258	New	+$8.74K	0.01%	257