Laraway Financial 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
$382K Buy
6,090
+501
+9% +$31.4K 0.29% 78
2025
Q1
$327K Buy
5,589
+11
+0.2% +$644 0.26% 91
2024
Q4
$330K Buy
5,578
+2
+0% +$118 0.25% 88
2024
Q3
$330K Sell
5,576
-91
-2% -$5.39K 0.26% 88
2024
Q2
$310K Buy
5,667
+52
+0.9% +$2.85K 0.27% 84
2024
Q1
$315K Buy
5,615
+229
+4% +$12.9K 0.28% 89
2023
Q4
$278K Buy
5,386
+1,305
+32% +$67.4K 0.26% 90
2023
Q3
$188K Sell
4,081
-870
-18% -$40K 0.2% 101
2023
Q2
$233K Sell
4,951
-103
-2% -$4.85K 0.23% 96
2023
Q1
$227K Sell
5,054
-1,909
-27% -$85.7K 0.23% 99
2022
Q4
$306K Buy
6,963
+3
+0% +$132 0.32% 86
2022
Q3
$271K Sell
6,960
-170
-2% -$6.62K 0.3% 88
2022
Q2
$292K Buy
7,130
+160
+2% +$6.55K 0.31% 85
2022
Q1
$342K Buy
6,970
+450
+7% +$22.1K 0.31% 84
2021
Q4
$338K Buy
+6,520
New +$338K 0.3% 88