N.E.W. Advisory Services’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 | $1.38M | Sell |
22,020
-173,057
| -89% | -$10.9M | 0.13% | 59 |
|
|
2025
Q1 | $11.4M | Buy |
195,077
+98,852
| +103% | +$5.79M | 0.87% | 29 |
|
|
2024
Q4 | $5.69M | Buy |
96,225
+1,506
| +2% | +$89.1K | 0.54% | 34 |
|
|
2024
Q3 | $5.61M | Buy |
94,719
+63,372
| +202% | +$3.75M | 0.55% | 32 |
|
|
2024
Q2 | $1.72M | Buy |
31,347
+3,927
| +14% | +$215K | 0.19% | 57 |
|
|
2024
Q1 | $1.54M | Buy |
27,420
+11,415
| +71% | +$641K | 0.17% | 63 |
|
|
2023
Q4 | $827K | Sell |
16,005
-38,819
| -71% | -$2.01M | 0.1% | 77 |
|
|
2023
Q3 | $2.52M | Buy |
+54,824
| New | +$2.52M | 0.36% | 44 |
|