Marshall Investment Management’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	$330K	Sell	5,256 -129,940	-96%	-$8.15M	1.57%	19
2025 Q1	$7.91M	Buy	135,196 +21,175	+19%	+$1.24M	4.92%	3
2024 Q4	$6.75M	Buy	+114,021	New	+$6.75M	3.98%	4