Insigneo Advisory Services’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 | $1.24M | Sell |
19,793
-377
| -2% | -$23.7K | 0.11% | 165 |
|
|
2025
Q1 | $1.18M | Sell |
20,170
-1,342
| -6% | -$78.6K | 0.12% | 152 |
|
|
2024
Q4 | $1.27M | Sell |
21,512
-1,477
| -6% | -$87.4K | 0.13% | 143 |
|
|
2024
Q3 | $1.36M | Buy |
22,989
+3,813
| +20% | +$226K | 0.14% | 142 |
|
|
2024
Q2 | $1.03M | Sell |
19,176
-527
| -3% | -$28.3K | 0.12% | 168 |
|
|
2024
Q1 | $1.11M | Sell |
19,703
-4,085
| -17% | -$229K | 0.13% | 151 |
|
|
2023
Q4 | $1.23M | Sell |
23,788
-3,658
| -13% | -$189K | 0.17% | 124 |
|
|
2023
Q3 | $1.26M | Sell |
27,446
-93
| -0.3% | -$4.27K | 0.26% | 85 |
|
|
2023
Q2 | $1.3M | Buy |
27,539
+14,442
| +110% | +$680K | 0.25% | 86 |
|
|
2023
Q1 | $588K | Sell |
13,097
-1,868
| -12% | -$83.8K | 0.19% | 114 |
|
|
2022
Q4 | $657K | Buy |
+14,965
| New | +$657K | 0.25% | 84 |
|