Mattern Wealth 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
Q3 | $4.13M | Hold |
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|
2025
Q2 | $3.85M | Hold |
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|
2025
Q1 | $3.59M | Hold |
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|
2024
Q4 | $3.63M | Hold |
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|
2024
Q3 | $3.64M | Hold |
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|
2024
Q2 | $3.36M | Hold |
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|
2024
Q1 | $3.45M | Buy |
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|
2023
Q4 | $3.17M | Hold |
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|
2023
Q3 | $2.82M | Hold |
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|
2023
Q2 | $2.89M | Hold |
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|
2023
Q1 | $2.75M | Hold |
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|
2022
Q4 | $2.7M | Sell |
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|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $12.4M | Sell |
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|
2022
Q1 | $16.2M | Buy |
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|
2021
Q4 | $5.68M | Buy |
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|
2021
Q3 | $352K | Buy |
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