Mount Yale Investment 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 | $4.11M | Buy |
65,483
+4,848
| +8% | +$304K | 0.32% | 58 |
|
|
2025
Q1 | $3.55M | Sell |
60,635
-563
| -0.9% | -$33K | 0.3% | 66 |
|
|
2024
Q4 | $3.62M | Buy |
61,198
+4,084
| +7% | +$242K | 0.29% | 65 |
|
|
2024
Q3 | $3.38M | Buy |
57,114
+3,181
| +6% | +$188K | 0.32% | 72 |
|
|
2024
Q2 | $2.95M | Sell |
53,933
-349
| -0.6% | -$19.1K | 0.23% | 87 |
|
|
2024
Q1 | $3.05M | Buy |
54,282
+20,968
| +63% | +$1.18M | 0.23% | 95 |
|
|
2023
Q4 | $1.72M | Buy |
+33,314
| New | +$1.72M | 0.16% | 137 |
|