Kingswood Wealth Advisors’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 | $3.61M | Buy |
57,506
+5,290
| +10% | +$332K | 0.28% | 78 |
|
|
2025
Q1 | $3.06M | Buy |
52,216
+393
| +0.8% | +$23K | 0.28% | 86 |
|
|
2024
Q4 | $3.06M | Buy |
51,823
+28,927
| +126% | +$1.71M | 0.23% | 96 |
|
|
2024
Q3 | $1.36M | Buy |
22,896
+17,323
| +311% | +$1.03M | 0.1% | 237 |
|
|
2024
Q2 | $305K | Buy |
5,573
+186
| +3% | +$10.2K | 0.03% | 513 |
|
|
2024
Q1 | $303K | Buy |
5,387
+6
| +0.1% | +$337 | 0.03% | 475 |
|
|
2023
Q4 | $278K | Buy |
5,381
+682
| +15% | +$35.2K | 0.03% | 502 |
|
|
2023
Q3 | $216K | Buy |
+4,699
| New | +$216K | 0.04% | 380 |
|