Onyx Bridge Wealth Group’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 | $779K | Sell |
12,421
-1,302
| -9% | -$81.7K | 0.1% | 137 |
|
|
2025
Q1 | $803K | Sell |
13,723
-680
| -5% | -$39.8K | 0.12% | 118 |
|
|
2024
Q4 | $852K | Sell |
14,403
-737
| -5% | -$43.6K | 0.12% | 112 |
|
|
2024
Q3 | $896K | Sell |
15,140
-991
| -6% | -$58.7K | 0.14% | 109 |
|
|
2024
Q2 | $883K | Sell |
16,131
-97
| -0.6% | -$5.31K | 0.15% | 103 |
|
|
2024
Q1 | $880K | Sell |
16,228
-628
| -4% | -$34.1K | 0.16% | 101 |
|
|
2023
Q4 | $871K | Sell |
16,856
-1,136
| -6% | -$58.7K | 0.18% | 89 |
|
|
2023
Q3 | $827K | Buy |
17,992
+2
| +0% | +$92 | 0.19% | 81 |
|
|
2023
Q2 | $847K | Sell |
17,990
-2,648
| -13% | -$125K | 0.2% | 87 |
|
|
2023
Q1 | $926K | Buy |
20,638
+268
| +1% | +$12K | 0.37% | 54 |
|
|
2022
Q4 | $924K | Sell |
20,370
-6,182
| -23% | -$280K | 0.38% | 39 |
|
|
2022
Q3 | $1.05M | Sell |
26,552
-2,981
| -10% | -$117K | 0.48% | 28 |
|
|
2022
Q2 | $1.28M | Buy |
29,533
+10,503
| +55% | +$454K | 0.57% | 21 |
|
|
2022
Q1 | $875K | Buy |
19,030
+4,616
| +32% | +$212K | 0.33% | 35 |
|
|
2021
Q4 | $761K | Buy |
14,414
+2,149
| +18% | +$113K | 0.26% | 49 |
|
|
2021
Q3 | $613K | Buy |
12,265
+7,671
| +167% | +$383K | 0.23% | 54 |
|
|
2021
Q2 | $217K | Buy |
+4,594
| New | +$217K | 0.09% | 109 |
|