Kingsview Wealth Management’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 | $7.39M | Buy |
117,721
+25,740
| +28% | +$1.61M | 0.13% | 175 |
|
|
2025
Q1 | $5.38M | Buy |
91,981
+19,476
| +27% | +$1.14M | 0.1% | 205 |
|
|
2024
Q4 | $4.29M | Sell |
72,505
-3,491
| -5% | -$206K | 0.08% | 223 |
|
|
2024
Q3 | $4.5M | Buy |
75,996
+4,390
| +6% | +$260K | 0.09% | 212 |
|
|
2024
Q2 | $3.92M | Sell |
71,606
-109
| -0.2% | -$5.97K | 0.09% | 211 |
|
|
2024
Q1 | $4.03M | Buy |
71,715
+413
| +0.6% | +$23.2K | 0.1% | 196 |
|
|
2023
Q4 | $3.68M | Sell |
71,302
-10,250
| -13% | -$530K | 0.11% | 178 |
|
|
2023
Q3 | $3.75M | Buy |
81,552
+45,172
| +124% | +$2.08M | 0.13% | 178 |
|
|
2023
Q2 | $1.71M | Buy |
36,380
+2,818
| +8% | +$133K | 0.07% | 274 |
|
|
2023
Q1 | $1.51M | Buy |
33,562
+5,285
| +19% | +$237K | 0.06% | 297 |
|
|
2022
Q4 | $1.24M | Sell |
28,277
-3,390
| -11% | -$149K | 0.05% | 305 |
|
|
2022
Q3 | $1.23M | Sell |
31,667
-4,935
| -13% | -$192K | 0.06% | 291 |
|
|
2022
Q2 | $1.5M | Sell |
36,602
-4,036
| -10% | -$165K | 0.07% | 270 |
|
|
2022
Q1 | $1.99M | Buy |
40,638
+16,622
| +69% | +$814K | 0.09% | 241 |
|
|
2021
Q4 | $1.24M | Buy |
24,016
+15,019
| +167% | +$778K | 0.05% | 328 |
|
|
2021
Q3 | $427K | Sell |
8,997
-12,291
| -58% | -$583K | 0.02% | 592 |
|
|
2021
Q2 | $1.03M | Buy |
21,288
+16,488
| +344% | +$795K | 0.05% | 374 |
|
|
2021
Q1 | $222K | Buy |
+4,800
| New | +$222K | 0.01% | 736 |
|
|
2020
Q4 | – | Sell |
-6,561
| Closed | -$215K | – | 723 |
|
|
2020
Q3 | $215K | Sell |
6,561
-205
| -3% | -$6.72K | 0.02% | 564 |
|
|
2020
Q2 | $209K | Sell |
6,766
-34,690
| -84% | -$1.07M | 0.02% | 523 |
|
|
2020
Q1 | $1.06M | Sell |
41,456
-22,011
| -35% | -$564K | 0.14% | 170 |
|
|
2019
Q4 | $2.28M | Buy |
63,467
+19,597
| +45% | +$703K | 0.29% | 98 |
|
|
2019
Q3 | $1.4M | Sell |
43,870
-13,276
| -23% | -$423K | 0.22% | 131 |
|
|
2019
Q2 | $1.78M | Buy |
57,146
+6,627
| +13% | +$206K | 0.3% | 94 |
|
|
2019
Q1 | $1.51M | Buy |
50,519
+28,669
| +131% | +$855K | 0.23% | 124 |
|
|
2018
Q4 | $579K | Sell |
21,850
-299
| -1% | -$7.92K | 0.13% | 202 |
|
|
2018
Q3 | $699K | Buy |
22,149
+106
| +0.5% | +$3.35K | 0.14% | 187 |
|
|
2018
Q2 | $660K | Buy |
22,043
+3,556
| +19% | +$106K | 0.16% | 161 |
|
|
2018
Q1 | $549K | Buy |
18,487
+1,872
| +11% | +$55.6K | 0.14% | 193 |
|
|
2017
Q4 | $496K | Buy |
16,615
+807
| +5% | +$24.1K | 0.18% | 173 |
|
|
2017
Q3 | $440K | Sell |
15,808
-277
| -2% | -$7.71K | 0.19% | 155 |
|
|
2017
Q2 | $435K | Buy |
16,085
+3,134
| +24% | +$84.8K | 0.22% | 136 |
|
|
2017
Q1 | $344K | Buy |
+12,951
| New | +$344K | 0.2% | 149 |
|