Loring Wolcott & Coolidge Fiduciary 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
2024 Q3	–	Sell	-6,240	Closed	-$364K	–	591
2024 Q2	$364K	Hold	6,240	–	–	﹤0.01%	222
2024 Q1	$336K	Hold	6,240	–	–	﹤0.01%	227
2023 Q4	$320K	Hold	6,240	–	–	﹤0.01%	231
2023 Q3	$285K	Buy	+6,240	New	+$285K	﹤0.01%	246