KCFA
Key Client Fiduciary Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Sell |
291,655
-1,636
| -0.6% | -$103K | 7.4% | 1 |
|
|
2025
Q1 | $17.2M | Sell |
293,291
-1,059
| -0.4% | -$62K | 7.81% | 1 |
|
|
2024
Q4 | $17.4M | Sell |
294,350
-6,636
| -2% | -$392K | 7.67% | 1 |
|
|
2024
Q3 | $17.8M | Sell |
300,986
-1,706
| -0.6% | -$101K | 7.98% | 1 |
|
|
2024
Q2 | $16.6M | Buy |
302,692
+129,939
| +75% | +$7.11M | 8.24% | 1 |
|
|
2024
Q1 | $9.7M | Sell |
172,753
-1,445
| -0.8% | -$81.2K | 5.15% | 2 |
|
|
2023
Q4 | $9M | Buy |
174,198
+1,764
| +1% | +$91.1K | 5.22% | 2 |
|
|
2023
Q3 | $7.92M | Sell |
172,434
-3,584
| -2% | -$165K | 4.86% | 3 |
|
|
2023
Q2 | $8.29M | Buy |
176,018
+3,423
| +2% | +$161K | 4.82% | 2 |
|
|
2023
Q1 | $7.74M | Buy |
172,595
+12,396
| +8% | +$556K | 4.83% | 2 |
|
|
2022
Q4 | $7.04M | Buy |
160,199
+29,949
| +23% | +$1.32M | 4.75% | 1 |
|
|
2022
Q3 | $5.06M | Buy |
130,250
+16,247
| +14% | +$632K | 4.58% | 2 |
|
|
2022
Q2 | $4.67M | Buy |
114,003
+36,637
| +47% | +$1.5M | 4.55% | 3 |
|
|
2022
Q1 | $3.79M | Buy |
77,366
+54,701
| +241% | +$2.68M | 3% | 9 |
|
|
2021
Q4 | $1.17M | Buy |
+22,665
| New | +$1.17M | 0.97% | 30 |
|