MBE Wealth 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 | $295K | Buy |
4,709
+66
| +1% | +$4.14K | 0.13% | 96 |
|
|
2025
Q1 | $272K | Buy |
4,643
+586
| +14% | +$34.3K | 0.13% | 93 |
|
|
2024
Q4 | $240K | Buy |
4,057
+163
| +4% | +$9.64K | 0.14% | 83 |
|
|
2024
Q3 | $231K | Hold |
3,894
| – | – | 0.13% | 90 |
|
|
2024
Q2 | $213K | Buy |
+3,894
| New | +$213K | 0.13% | 85 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$1K | – | 401 |
|
|
2020
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 517 |
|