Kennedy Investment Group’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 | $230K | Sell |
3,668
-323
| -8% | -$20.3K | 0.1% | 123 |
|
|
2025
Q1 | $234K | Sell |
3,991
-230
| -5% | -$13.5K | 0.11% | 115 |
|
|
2024
Q4 | $250K | Sell |
4,221
-159
| -4% | -$9.4K | 0.11% | 111 |
|
|
2024
Q3 | $259K | Sell |
4,380
-5
| -0.1% | -$296 | 0.12% | 113 |
|
|
2024
Q2 | $240K | Sell |
4,385
-57
| -1% | -$3.12K | 0.12% | 109 |
|
|
2024
Q1 | $249K | Sell |
4,442
-48
| -1% | -$2.7K | 0.13% | 109 |
|
|
2023
Q4 | $232K | Sell |
4,490
-194
| -4% | -$10K | 0.13% | 106 |
|
|
2023
Q3 | $215K | Sell |
4,684
-138
| -3% | -$6.34K | 0.13% | 106 |
|
|
2023
Q2 | $227K | Sell |
4,822
-56
| -1% | -$2.64K | 0.13% | 104 |
|
|
2023
Q1 | $219K | Sell |
4,878
-235
| -5% | -$10.5K | 0.13% | 108 |
|
|
2022
Q4 | $225K | Buy |
+5,113
| New | +$225K | 0.14% | 106 |
|