Liberty Square Wealth Partners’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
$26.2M Buy
417,481
+98,496
+31% +$6.18M 9.05% 3
2025
Q1
$18.7M Buy
318,985
+44,990
+16% +$2.63M 7.12% 3
2024
Q4
$17.2M Buy
+273,995
New +$17.2M 6.26% 4