JWM
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JFG Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

JFG Wealth Management’s Portfolio RDVY Stock Details RDVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,324
Closed -$374K – 92
2024
Q4 		$374K Sell
6,324
-267
-4% -$15.8K 0.09% 69
2024
Q3 		$390K Buy
+6,591
New +$390K 0.11% 50