Navis 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	$342K	Buy	5,456 +5	+0.1%	+$314	0.29%	78
2025 Q1	$319K	Buy	5,451 +8	+0.1%	+$468	0.31%	75
2024 Q4	$322K	Buy	5,443 +9	+0.2%	+$532	0.35%	68
2024 Q3	$322K	Buy	5,434 +6	+0.1%	+$355	0.35%	69
2024 Q2	$297K	Buy	+5,428	New	+$297K	0.34%	71