Independent Advisor Alliance’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-261,177
Closed -$15.4M 1241
2024
Q4
$15.4M Buy
+261,177
New +$15.4M 0.2% 104
2020
Q1
Sell
-41,339
Closed -$1.48M 740
2019
Q4
$1.48M Buy
+41,339
New +$1.48M 0.06% 291