Naviter Wealth’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 | – | Sell |
-177,732
| Closed | -$10.4M | – | 304 |
|
|
2025
Q1 | $10.4M | Buy |
177,732
+10,183
| +6% | +$594K | 1.26% | 14 |
|
|
2024
Q4 | $9.91M | Sell |
167,549
-643
| -0.4% | -$38K | 1.2% | 16 |
|
|
2024
Q3 | $9.96M | Buy |
168,192
+38,232
| +29% | +$2.26M | 1.39% | 11 |
|
|
2024
Q2 | $7.12M | Buy |
129,960
+4,750
| +4% | +$260K | 1.06% | 18 |
|
|
2024
Q1 | $7.03M | Sell |
125,210
-28,543
| -19% | -$1.6M | 1.15% | 18 |
|
|
2023
Q4 | $7.94M | Sell |
153,753
-899
| -0.6% | -$46.5K | 1.6% | 13 |
|
|
2023
Q3 | $7.11M | Sell |
154,652
-2,936
| -2% | -$135K | 1.72% | 10 |
|
|
2023
Q2 | $7.42M | Buy |
+157,588
| New | +$7.42M | 1.89% | 10 |
|