J.P. Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $26.6M | Sell |
577,864
-60,887
| -10% | -$2.8M | 0.08% | 241 |
|
|
2023
Q2 | $30.1M | Buy |
638,751
+3,955
| +0.6% | +$186K | 0.16% | 129 |
|
|
2023
Q1 | $28.5M | Sell |
634,796
-51,518
| -8% | -$2.31M | 0.06% | 269 |
|
|
2022
Q4 | $30.1M | Sell |
686,314
-40,275
| -6% | -$1.77M | 0.07% | 250 |
|
|
2022
Q3 | $28.3M | Sell |
726,589
-105,958
| -13% | -$4.12M | 0.07% | 237 |
|
|
2022
Q2 | $34.1M | Sell |
832,547
-738
| -0.1% | -$30.2K | 0.09% | 212 |
|
|
2022
Q1 | $40.8M | Buy |
833,285
+82,925
| +11% | +$4.06M | 0.09% | 216 |
|
|
2021
Q4 | $38.9M | Buy |
750,360
+142,145
| +23% | +$7.36M | 0.08% | 218 |
|
|
2021
Q3 | $28.9M | Buy |
608,215
+27,543
| +5% | +$1.31M | 0.07% | 254 |
|
|
2021
Q2 | $27.9M | Buy |
580,672
+65,356
| +13% | +$3.14M | 0.07% | 254 |
|
|
2021
Q1 | $23.4M | Buy |
515,316
+71,656
| +16% | +$3.26M | 0.08% | 237 |
|
|
2020
Q4 | $17.7M | Buy |
443,660
+367,750
| +484% | +$14.7M | 0.06% | 278 |
|
|
2020
Q3 | $2.48M | Sell |
75,910
-3,185
| -4% | -$104K | 0.01% | 595 |
|
|
2020
Q2 | $2.44M | Buy |
79,095
+515
| +0.7% | +$15.9K | 0.01% | 529 |
|
|
2020
Q1 | $2.01M | Buy |
+78,580
| New | +$2.01M | 0.01% | 541 |
|