National Wealth Management Group’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
Q1 | $865K | Buy |
14,778
+5,879
| +66% | +$344K | 0.57% | 39 |
|
|
2024
Q4 | $526K | Buy |
8,899
+858
| +11% | +$50.7K | 0.35% | 63 |
|
|
2024
Q3 | $476K | Buy |
8,041
+3,582
| +80% | +$212K | 0.32% | 76 |
|
|
2024
Q2 | $244K | Sell |
4,459
-508
| -10% | -$27.8K | 0.19% | 115 |
|
|
2024
Q1 | $279K | Sell |
4,967
-2,252
| -31% | -$127K | 0.22% | 113 |
|
|
2023
Q4 | $373K | Sell |
7,219
-153
| -2% | -$7.91K | 0.36% | 83 |
|
|
2023
Q3 | $339K | Sell |
7,372
-2,736
| -27% | -$126K | 0.37% | 90 |
|
|
2023
Q2 | $493K | Buy |
10,108
+1,733
| +21% | +$84.6K | 0.51% | 64 |
|
|
2023
Q1 | $362K | Sell |
8,375
-1,638
| -16% | -$70.9K | 0.41% | 78 |
|
|
2022
Q4 | $440K | Sell |
10,013
-9,204
| -48% | -$404K | 0.53% | 62 |
|
|
2022
Q3 | $747K | Sell |
19,217
-5,121
| -21% | -$199K | 0.97% | 24 |
|
|
2022
Q2 | $996K | Sell |
24,338
-3,124
| -11% | -$128K | 1.26% | 18 |
|
|
2022
Q1 | $1.35M | Sell |
27,462
-17,509
| -39% | -$858K | 1.3% | 19 |
|
|
2021
Q4 | $2.33M | Buy |
+44,971
| New | +$2.33M | 2.18% | 7 |
|