Merkkuri Wealth 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	$521K	Sell	8,298 -2,070	-20%	-$130K	0.4%	50
2025 Q1	$607K	Sell	10,368 -42	-0.4%	-$2.46K	0.52%	45
2024 Q4	$616K	Sell	10,410 -1,664	-14%	-$98.4K	0.49%	48
2024 Q3	$715K	Sell	12,074 -306	-2%	-$18.1K	0.56%	43
2024 Q2	$678K	Buy	+12,380	New	+$678K	0.62%	40