Kapstone Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Buy |
14,854
+2,055
| +16% | +$129K | 0.46% | 34 |
|
|
2025
Q1 | $749K | Sell |
12,799
-355
| -3% | -$20.8K | 0.42% | 39 |
|
|
2024
Q4 | $825K | Buy |
13,154
+140
| +1% | +$8.78K | 0.44% | 38 |
|
|
2024
Q3 | $767K | Hold |
13,014
| – | – | 0.47% | 38 |
|
|
2024
Q2 | $713K | Hold |
13,014
| – | – | 0.47% | 38 |
|
|
2024
Q1 | $731K | Buy |
13,014
+1,912
| +17% | +$107K | 0.5% | 38 |
|
|
2023
Q4 | $571K | Sell |
11,102
-29
| -0.3% | -$1.49K | 0.45% | 45 |
|
|
2023
Q3 | $511K | Sell |
11,131
-523
| -4% | -$24K | 0.46% | 47 |
|
|
2023
Q2 | $575K | Buy |
11,654
+2,441
| +26% | +$121K | 0.48% | 47 |
|
|
2023
Q1 | $420K | Buy |
9,213
+222
| +2% | +$10.1K | 0.38% | 58 |
|
|
2022
Q4 | $440K | Buy |
+8,991
| New | +$440K | 0.4% | 53 |
|