IHT Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

IHT Wealth Management’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.8M	Buy	236,612 +3,650	+2%	+$229K	0.41%	52
2025 Q1	$13.6M	Sell	232,962 -2,824	-1%	-$165K	0.43%	51
2024 Q4	$13.9M	Sell	235,786 -11,791	-5%	-$697K	0.45%	46
2024 Q3	$14.7M	Buy	247,577 +45,427	+22%	+$2.7M	0.42%	43
2024 Q2	$11.1M	Sell	202,150 -6,526	-3%	-$358K	0.41%	44
2024 Q1	$11.7M	Sell	208,676 -55,131	-21%	-$3.1M	0.47%	37
2023 Q4	$13.6M	Buy	263,807 +19,436	+8%	+$1M	0.61%	27
2023 Q3	$11.2M	Buy	244,371 +19,145	+9%	+$880K	0.57%	30
2023 Q2	$10.6M	Sell	225,226 -602	-0.3%	-$28.4K	0.55%	32
2023 Q1	$10.1M	Buy	225,828 +2,473	+1%	+$111K	0.58%	30
2022 Q4	$9.81M	Sell	223,355 -10,050	-4%	-$441K	0.62%	28
2022 Q3	$9.08M	Buy	233,405 +17,443	+8%	+$678K	0.69%	18
2022 Q2	$8.84M	Sell	215,962 -3,841	-2%	-$157K	0.78%	17
2022 Q1	$10.8M	Buy	219,803 +32,685	+17%	+$1.6M	0.82%	17
2021 Q4	$9.69M	Buy	187,118 +19,889	+12%	+$1.03M	0.71%	21
2021 Q3	$7.94M	Buy	167,229 +18,330	+12%	+$870K	0.65%	27
2021 Q2	$7.15M	Buy	148,899 +141,392	+1,883%	+$6.79M	0.45%	39
2021 Q1	$342K	Buy	+7,507	New	+$342K	0.02%	587
2020 Q3	–	Sell	-6,580	Closed	-$203K	–	687
2020 Q2	$203K	Sell	6,580 -6,053	-48%	-$187K	0.03%	524
2020 Q1	$324K	Sell	12,633 -13,575	-52%	-$348K	0.05%	378
2019 Q4	$940K	Buy	26,208 +4,243	+19%	+$152K	0.11%	208
2019 Q3	$700K	Sell	21,965 -171	-0.8%	-$5.45K	0.1%	249
2019 Q2	$688K	Buy	22,136 +3,654	+20%	+$114K	0.1%	230
2019 Q1	$551K	Buy	18,482 +5,339	+41%	+$159K	0.09%	248
2018 Q4	$348K	Buy	13,143 +4,015	+44%	+$106K	0.07%	298
2018 Q3	$288K	Buy	9,128 +1,802	+25%	+$56.9K	0.06%	334
2018 Q2	$219K	Buy	7,326 +1,911	+35%	+$57.1K	0.06%	364
2018 Q1	$157K	Buy	5,415 +2,305	+74%	+$66.8K	0.04%	394
2017 Q4	$95K	Buy	+3,110	New	+$95K	0.03%	507