O'Donnell Financial Services’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 | $11.7M | Buy |
186,910
+5,330
| +3% | +$334K | 4.5% | 8 |
|
|
2025
Q1 | $10.6M | Buy |
181,580
+28,432
| +19% | +$1.66M | 4.39% | 9 |
|
|
2024
Q4 | $9.04M | Buy |
153,148
+13,505
| +10% | +$797K | 3.78% | 9 |
|
|
2024
Q3 | $8.27M | Buy |
+139,643
| New | +$8.27M | 3.36% | 10 |
|
|
2022
Q3 | – | Sell |
-14,366
| Closed | -$588K | – | 34 |
|
|
2022
Q2 | $588K | Sell |
14,366
-772,878
| -98% | -$31.6M | 0.48% | 17 |
|
|
2022
Q1 | $38.6M | Buy |
787,244
+130,983
| +20% | +$6.42M | 17.56% | 1 |
|
|
2021
Q4 | $32.5M | Sell |
656,261
-5,456
| -0.8% | -$270K | 15.02% | 1 |
|
|
2021
Q3 | $31.4M | Buy |
+661,717
| New | +$31.4M | 15.1% | 3 |
|