MAI Capital Management’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
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $871K | Buy |
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|
2024
Q2 | $660K | Sell |
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|
2024
Q1 | $692K | Buy |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $607K | Sell |
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|
2023
Q2 | $654K | Sell |
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|
2023
Q1 | $640K | Sell |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $530K | Buy |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $744K | Buy |
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|
2021
Q4 | $782K | Buy |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $289K | Buy |
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