Mayflower Financial Advisors’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 | $1.04M | Sell |
16,649
-999
| -6% | -$62.7K | 0.15% | 144 |
|
|
2025
Q1 | $1.03M | Buy |
17,648
+3
| +0% | +$176 | 0.16% | 138 |
|
|
2024
Q4 | $1.04M | Buy |
17,645
+3
| +0% | +$177 | 0.16% | 130 |
|
|
2024
Q3 | $1.04M | Sell |
17,642
-321
| -2% | -$19K | 0.16% | 135 |
|
|
2024
Q2 | $983K | Hold |
17,963
| – | – | 0.16% | 131 |
|
|
2024
Q1 | $1.01M | Sell |
17,963
-1,998
| -10% | -$112K | 0.17% | 129 |
|
|
2023
Q4 | $1.03M | Buy |
19,961
+4
| +0% | +$207 | 0.14% | 133 |
|
|
2023
Q3 | $917K | Buy |
19,957
+7
| +0% | +$322 | 0.14% | 131 |
|
|
2023
Q2 | $940K | Sell |
19,950
-1,000
| -5% | -$47.1K | 0.12% | 138 |
|
|
2023
Q1 | $940K | Hold |
20,950
| – | – | 0.12% | 135 |
|
|
2022
Q4 | $920K | Hold |
20,950
| – | – | 0.13% | 132 |
|
|
2022
Q3 | $815K | Buy |
20,950
+4,000
| +24% | +$156K | 0.13% | 122 |
|
|
2022
Q2 | $694K | Buy |
16,950
+2,850
| +20% | +$117K | 0.11% | 148 |
|
|
2022
Q1 | $691K | Sell |
14,100
-500
| -3% | -$24.5K | 0.09% | 158 |
|
|
2021
Q4 | $756K | Buy |
14,600
+4,250
| +41% | +$220K | 0.1% | 143 |
|
|
2021
Q3 | $521K | Buy |
10,350
+4,750
| +85% | +$239K | 0.07% | 188 |
|
|
2021
Q2 | $269K | Buy |
+5,600
| New | +$269K | 0.04% | 261 |
|