IHT Wealth Management’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 | $16.7M | Sell |
244,557
-15,518
| -6% | -$1.1M | 0.39% | 55 |
|
|
2025
Q4 | $18.1M | Buy |
260,075
+3,226
| +1% | +$219K | 0.44% | 46 |
|
|
2025
Q3 | $17.3M | Buy |
256,849
+20,237
| +9% | +$1.31M | 0.44% | 47 |
|
|
2025
Q2 | $14.8M | Buy |
236,612
+3,650
| +2% | +$215K | 0.41% | 52 |
|
|
2025
Q1 | $13.6M | Sell |
232,962
-2,824
| -1% | -$172K | 0.43% | 51 |
|
|
2024
Q4 | $13.9M | Sell |
235,786
-11,791
| -5% | -$719K | 0.45% | 46 |
|
|
2024
Q3 | $14.7M | Buy |
247,577
+45,427
| +22% | +$2.58M | 0.42% | 43 |
|
|
2024
Q2 | $11.1M | Sell |
202,150
-6,526
| -3% | -$357K | 0.41% | 44 |
|
|
2024
Q1 | $11.7M | Sell |
208,676
-55,131
| -21% | -$2.89M | 0.47% | 37 |
|
|
2023
Q4 | $13.6M | Buy |
263,807
+19,436
| +8% | +$919K | 0.61% | 27 |
|
|
2023
Q3 | $11.2M | Buy |
244,371
+19,145
| +9% | +$915K | 0.57% | 30 |
|
|
2023
Q2 | $10.6M | Sell |
225,226
-602
| -0.3% | -$27.2K | 0.55% | 32 |
|
|
2023
Q1 | $10.1M | Buy |
225,828
+2,473
| +1% | +$114K | 0.58% | 30 |
|
|
2022
Q4 | $9.81M | Sell |
223,355
-10,050
| -4% | -$439K | 0.62% | 28 |
|
|
2022
Q3 | $9.07M | Buy |
233,405
+17,443
| +8% | +$750K | 0.69% | 18 |
|
|
2022
Q2 | $8.84M | Sell |
215,962
-3,841
| -2% | -$174K | 0.78% | 17 |
|
|
2022
Q1 | $10.8M | Buy |
219,803
+32,685
| +17% | +$1.63M | 0.82% | 17 |
|
|
2021
Q4 | $9.69M | Buy |
187,118
+19,889
| +12% | +$1M | 0.71% | 21 |
|
|
2021
Q3 | $7.94M | Buy |
167,229
+18,330
| +12% | +$888K | 0.65% | 27 |
|
|
2021
Q2 | $7.15M | Buy |
148,899
+141,392
| +1,883% | +$6.77M | 0.45% | 39 |
|
|
2021
Q1 | $342K | Buy |
+7,507
| New | +$320K | 0.02% | 587 |
|
|
2020
Q3 | – | Sell |
-6,580
| Closed | -$203K | – | 687 |
|
|
2020
Q2 | $203K | Sell |
6,580
-6,053
| -48% | -$176K | 0.03% | 524 |
|
|
2020
Q1 | $324K | Sell |
12,633
-13,575
| -52% | -$441K | 0.05% | 378 |
|
|
2019
Q4 | $940K | Buy |
26,208
+4,243
| +19% | +$144K | 0.11% | 208 |
|
|
2019
Q3 | $700K | Sell |
21,965
-171
| -0.8% | -$5.35K | 0.1% | 249 |
|
|
2019
Q2 | $688K | Buy |
22,136
+3,654
| +20% | +$112K | 0.1% | 230 |
|
|
2019
Q1 | $551K | Buy |
18,482
+5,339
| +41% | +$156K | 0.09% | 248 |
|
|
2018
Q4 | $348K | Buy |
13,143
+4,015
| +44% | +$116K | 0.07% | 298 |
|
|
2018
Q3 | $288K | Buy |
9,128
+1,802
| +25% | +$55.9K | 0.06% | 334 |
|
|
2018
Q2 | $219K | Buy |
7,326
+1,911
| +35% | +$57.7K | 0.06% | 364 |
|
|
2018
Q1 | $157K | Buy |
5,415
+2,305
| +74% | +$70.5K | 0.04% | 394 |
|
|
2017
Q4 | $95K | Buy |
+3,110
| New | +$89.7K | 0.03% | 507 |
|
Other funds holding RDVY
