LWA
Lineweaver Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Buy |
78,119
+512
| +0.7% | +$32.1K | 0.77% | 29 |
|
|
2025
Q1 | $4.54M | Buy |
77,607
+2,526
| +3% | +$148K | 0.77% | 29 |
|
|
2024
Q4 | $4.44M | Buy |
75,081
+18,405
| +32% | +$1.09M | 0.82% | 30 |
|
|
2024
Q3 | $3.36M | Sell |
56,676
-613
| -1% | -$36.3K | 0.64% | 34 |
|
|
2024
Q2 | $3.14M | Sell |
57,289
-1,172
| -2% | -$64.2K | 0.65% | 32 |
|
|
2024
Q1 | $3.28M | Sell |
58,461
-1,581
| -3% | -$88.8K | 0.78% | 30 |
|
|
2023
Q4 | $3.1M | Sell |
60,042
-7,344
| -11% | -$379K | 0.8% | 28 |
|
|
2023
Q3 | $3.1M | Sell |
67,386
-205
| -0.3% | -$9.42K | 0.9% | 21 |
|
|
2023
Q2 | $3.18M | Sell |
67,591
-1,664
| -2% | -$78.4K | 0.91% | 21 |
|
|
2023
Q1 | $3.11M | Sell |
69,255
-609
| -0.9% | -$27.3K | 0.95% | 20 |
|
|
2022
Q4 | $3.07M | Sell |
69,864
-3,851
| -5% | -$169K | 0.93% | 23 |
|
|
2022
Q3 | $2.87M | Buy |
73,715
+1,051
| +1% | +$40.9K | 0.93% | 23 |
|
|
2022
Q2 | $2.97M | Buy |
72,664
+1,137
| +2% | +$46.5K | 0.98% | 20 |
|
|
2022
Q1 | $3.5M | Buy |
71,527
+1,947
| +3% | +$95.4K | 1% | 21 |
|
|
2021
Q4 | $3.6M | Buy |
69,580
+1,000
| +1% | +$51.8K | 1.04% | 20 |
|
|
2021
Q3 | $3.26M | Buy |
68,580
+2,741
| +4% | +$130K | 0.99% | 22 |
|
|
2021
Q2 | $3.16M | Buy |
65,839
+9,766
| +17% | +$469K | 1.04% | 22 |
|
|
2021
Q1 | $2.55M | Buy |
+56,073
| New | +$2.55M | 0.9% | 23 |
|