O'Shaughnessy Asset Management’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 | $35K | Sell |
558
-1,351
| -71% | -$84.8K | ﹤0.01% | 2069 |
|
|
2025
Q1 | $112K | Buy |
1,909
+1,008
| +112% | +$59K | ﹤0.01% | 1877 |
|
|
2024
Q4 | $53.3K | Buy |
901
+566
| +169% | +$33.5K | ﹤0.01% | 1930 |
|
|
2024
Q3 | $20.3K | Buy |
335
+71
| +27% | +$4.3K | ﹤0.01% | 1948 |
|
|
2024
Q2 | $14.5K | Hold |
264
| – | – | ﹤0.01% | 1822 |
|
|
2024
Q1 | $14.8K | Buy |
+264
| New | +$14.8K | ﹤0.01% | 1753 |
|
|
2022
Q2 | – | Sell |
-1,056
| Closed | -$52K | – | 1338 |
|
|
2022
Q1 | $52K | Buy |
+1,056
| New | +$52K | ﹤0.01% | 1170 |
|