Key Financial Inc’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 | $60.8K | Hold |
969
| – | – | 0.01% | 456 |
|
|
2025
Q1 | $56.7K | Hold |
969
| – | – | 0.01% | 463 |
|
|
2024
Q4 | $57.3K | Hold |
969
| – | – | 0.01% | 458 |
|
|
2024
Q3 | $57.4K | Hold |
969
| – | – | 0.01% | 459 |
|
|
2024
Q2 | $53.1K | Hold |
969
| – | – | 0.01% | 459 |
|
|
2024
Q1 | $54.4K | Hold |
969
| – | – | 0.01% | 423 |
|
|
2023
Q4 | $50.1K | Hold |
969
| – | – | 0.01% | 426 |
|
|
2023
Q3 | $44.5K | Hold |
969
| – | – | 0.02% | 427 |
|
|
2023
Q2 | $45.6K | Buy |
969
+115
| +13% | +$5.42K | 0.02% | 421 |
|
|
2023
Q1 | $38.3K | Hold |
854
| – | – | 0.01% | 432 |
|
|
2022
Q4 | $33.2K | Hold |
854
| – | – | 0.02% | 427 |
|
|
2022
Q3 | $33K | Hold |
854
| – | – | 0.02% | 430 |
|
|
2022
Q2 | $35K | Buy |
854
+616
| +259% | +$25.2K | 0.02% | 421 |
|
|
2022
Q1 | $12K | Hold |
238
| – | – | 0.01% | 597 |
|
|
2021
Q4 | $12K | Hold |
238
| – | – | 0.01% | 563 |
|
|
2021
Q3 | $11K | Hold |
238
| – | – | 0.01% | 565 |
|
|
2021
Q2 | $11K | Hold |
238
| – | – | 0.01% | 558 |
|
|
2021
Q1 | $11K | Hold |
238
| – | – | 0.01% | 478 |
|
|
2020
Q4 | $10K | Buy |
+238
| New | +$10K | 0.01% | 463 |
|