Money Concepts Capital’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 | $735K | Buy |
11,720
+3,213
| +38% | +$202K | 0.05% | 273 |
|
|
2025
Q1 | $498K | Sell |
8,507
-469
| -5% | -$27.5K | 0.04% | 296 |
|
|
2024
Q4 | $531K | Hold |
8,976
| – | – | 0.04% | 288 |
|
|
2024
Q3 | $531K | Sell |
8,976
-655
| -7% | -$38.8K | 0.04% | 287 |
|
|
2024
Q2 | $527K | Buy |
9,631
+1,493
| +18% | +$81.7K | 0.04% | 280 |
|
|
2024
Q1 | $457K | Buy |
8,138
+275
| +3% | +$15.4K | 0.04% | 299 |
|
|
2023
Q4 | $406K | Buy |
7,863
+188
| +2% | +$9.71K | 0.04% | 303 |
|
|
2023
Q3 | $353K | Buy |
7,675
+1,157
| +18% | +$53.2K | 0.04% | 283 |
|
|
2023
Q2 | $307K | Sell |
6,518
-9,127
| -58% | -$430K | 0.03% | 304 |
|
|
2023
Q1 | $338K | Sell |
15,645
-99,812
| -86% | -$2.15M | 0.02% | 344 |
|
|
2022
Q4 | $5.07M | Buy |
115,457
+110,090
| +2,051% | +$4.84M | 0.23% | 86 |
|
|
2022
Q3 | $209K | Sell |
5,367
-401
| -7% | -$15.6K | 0.01% | 418 |
|
|
2022
Q2 | $237K | Sell |
5,768
-103,118
| -95% | -$4.24M | 0.02% | 377 |
|
|
2022
Q1 | $5.34M | Buy |
108,886
+102,527
| +1,612% | +$5.02M | 0.3% | 67 |
|
|
2021
Q4 | $329K | Buy |
+6,359
| New | +$329K | 0.03% | 382 |
|
|
2021
Q1 | $22.6M | Buy |
496,643
+165,589
| +50% | +$7.53M | 1.81% | 5 |
|
|
2020
Q4 | $13.2M | Buy |
+331,054
| New | +$13.2M | 1.22% | 20 |
|