Independent Wealth Network’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
Q2 | $404K | Sell |
6,446
-3
| -0% | -$188 | 0.15% | 160 |
|
|
2025
Q1 | $378K | Buy |
6,449
+736
| +13% | +$43.1K | 0.15% | 157 |
|
|
2024
Q4 | $338K | Buy |
5,713
+262
| +5% | +$15.5K | 0.14% | 163 |
|
|
2024
Q3 | $323K | Sell |
5,451
-5
| -0.1% | -$296 | 0.14% | 158 |
|
|
2024
Q2 | $299K | Buy |
5,456
+162
| +3% | +$8.87K | 0.14% | 169 |
|
|
2024
Q1 | $297K | Buy |
5,294
+688
| +15% | +$38.6K | 0.14% | 168 |
|
|
2023
Q4 | $238K | Sell |
4,606
-371
| -7% | -$19.2K | 0.13% | 175 |
|
|
2023
Q3 | $229K | Buy |
4,977
+98
| +2% | +$4.5K | 0.14% | 169 |
|
|
2023
Q2 | $230K | Buy |
4,879
+156
| +3% | +$7.35K | 0.14% | 174 |
|
|
2023
Q1 | $212K | Sell |
4,723
-22
| -0.5% | -$987 | 0.14% | 176 |
|
|
2022
Q4 | $208K | Sell |
4,745
-519
| -10% | -$22.8K | 0.14% | 173 |
|
|
2022
Q3 | $205K | Buy |
+5,264
| New | +$205K | 0.16% | 155 |
|