Keystone Wealth Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$754K Buy
2025
Q2
$702K Buy
2025
Q1
$412K Buy
2024
Q4
$319K Buy
2024
Q3
$294K Buy
2024
Q2
$239K Sell
2024
Q1
$285K Sell
2023
Q4
$460K Sell
2023
Q3
$421K Sell
2023
Q2
$536K Sell
2023
Q1
$516K Sell
2022
Q4
$689K Buy
2022
Q3
$610K Buy
2022
Q2
$341K Sell
2022
Q1
$691K Buy
2021
Q4
$542K Buy