ORBA Wealth Advisors’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 | $3.05M | Sell |
48,648
-41,274
| -46% | -$2.59M | 2.78% | 11 |
|
|
2025
Q1 | $5.26M | Buy |
89,922
+10,241
| +13% | +$600K | 2.65% | 9 |
|
|
2024
Q4 | $4.71M | Sell |
79,681
-5,983
| -7% | -$354K | 2.46% | 11 |
|
|
2024
Q3 | $5.07M | Sell |
85,664
-2,697
| -3% | -$160K | 2.57% | 12 |
|
|
2024
Q2 | $4.84M | Buy |
88,361
+1,180
| +1% | +$64.6K | 2.5% | 13 |
|
|
2024
Q1 | $4.9M | Sell |
87,181
-1,170
| -1% | -$65.7K | 2.71% | 12 |
|
|
2023
Q4 | $4.57M | Buy |
+88,351
| New | +$4.57M | 2.74% | 11 |
|