Lynch & Associates’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 | $1.03M | Buy |
16,459
+1,226
| +8% | +$76.9K | 0.21% | 79 |
|
|
2025
Q1 | $892K | Buy |
15,233
+4,371
| +40% | +$256K | 0.19% | 78 |
|
|
2024
Q4 | $642K | Buy |
10,862
+983
| +10% | +$58.1K | 0.14% | 83 |
|
|
2024
Q3 | $585K | Buy |
9,879
+1,305
| +15% | +$77.3K | 0.12% | 88 |
|
|
2024
Q2 | $469K | Buy |
8,574
+1,089
| +15% | +$59.6K | 0.11% | 92 |
|
|
2024
Q1 | $420K | Buy |
7,485
+1,981
| +36% | +$111K | 0.1% | 94 |
|
|
2023
Q4 | $284K | Buy |
5,504
+787
| +17% | +$40.7K | 0.07% | 103 |
|
|
2023
Q3 | $217K | Buy |
+4,717
| New | +$217K | 0.06% | 106 |
|