Mainsail Financial Group’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 | $9.76M | Buy |
156,483
+4,205
| +3% | +$262K | 4.55% | 6 |
|
|
2025
Q1 | $8.91M | Buy |
152,278
+8,200
| +6% | +$480K | 5.05% | 5 |
|
|
2024
Q4 | $8.52M | Buy |
144,078
+4,676
| +3% | +$277K | 4.94% | 6 |
|
|
2024
Q3 | $8.29M | Buy |
139,402
+25,869
| +23% | +$1.54M | 4.92% | 6 |
|
|
2024
Q2 | $6.22M | Buy |
113,533
+16,571
| +17% | +$907K | 3.66% | 8 |
|
|
2024
Q1 | $5.45M | Buy |
96,962
+3,292
| +4% | +$185K | 3.75% | 8 |
|
|
2023
Q4 | $4.7M | Buy |
93,670
+25,712
| +38% | +$1.29M | 3.64% | 8 |
|
|
2023
Q3 | $3.09M | Buy |
67,958
+3,307
| +5% | +$151K | 2.81% | 13 |
|
|
2023
Q2 | $3.05M | Sell |
64,651
-129
| -0.2% | -$6.08K | 2.85% | 13 |
|
|
2023
Q1 | $2.93M | Sell |
64,780
-1,998
| -3% | -$90.5K | 2.85% | 13 |
|
|
2022
Q4 | $3.03M | Buy |
+66,778
| New | +$3.03M | 3.09% | 12 |
|