NewEdge 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
$4.18M Buy
65,851
+19,744
+43% +$1.25M 0.07% 238
2025
Q1
$2.7M Sell
46,107
-786
-2% -$46K 0.05% 291
2024
Q4
$2.77M Sell
46,893
-13,678
-23% -$809K 0.05% 292
2024
Q3
$3.59M Sell
60,571
-1,195
-2% -$70.8K 0.06% 255
2024
Q2
$3.38M Sell
61,766
-968
-2% -$53K 0.07% 224
2024
Q1
$3.37M Sell
62,734
-380
-0.6% -$20.4K 0.08% 221
2023
Q4
$3.26M Sell
63,114
-949
-1% -$49K 0.08% 205
2023
Q3
$2.94M Buy
64,063
+19,131
+43% +$879K 0.09% 186
2023
Q2
$2.12M Buy
44,932
+38,408
+589% +$1.81M 0.07% 241
2023
Q1
$293K Buy
+6,524
New +$293K 0.01% 506