Legacy Capital Wealth Partners’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
$10M Sell
2025
Q2
$9.53M Sell
2025
Q1
$9.39M Sell
2024
Q4
$11M Sell
2024
Q3
$14M Buy
2024
Q2
$10.6M Buy
2024
Q1
Sell
2023
Q4
$11.9M Sell
2023
Q3
$11.5M Buy
2023
Q2
$9.07M Sell
2023
Q1
$14.3M Sell
2022
Q4
$14.6M Buy
2022
Q3
$12.7M Sell
2022
Q2
$13.6M Buy
2022
Q1
$16M Sell
2021
Q4
$18M Sell
2021
Q3
$16.4M Buy
2021
Q2
$13.4M Buy