NFA
Northwest Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
18,996
-25,298
| -57% | -$1.59M | 1.66% | 15 |
|
|
2025
Q1 | $2.59M | Sell |
44,294
-9,929
| -18% | -$581K | 2.15% | 10 |
|
|
2024
Q4 | $3.21M | Buy |
54,223
+3,940
| +8% | +$233K | 2.65% | 8 |
|
|
2024
Q3 | $2.98M | Sell |
50,283
-4,764
| -9% | -$282K | 2.37% | 8 |
|
|
2024
Q2 | $3.01M | Sell |
55,047
-1,592
| -3% | -$87.2K | 3.06% | 8 |
|
|
2024
Q1 | $3.18M | Buy |
56,639
+16,580
| +41% | +$931K | 3.49% | 7 |
|
|
2023
Q4 | $2.07M | Buy |
+40,059
| New | +$2.07M | 1.76% | 9 |
|