Owen LaRue’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 | $928K | Sell |
14,783
-3,751
| -20% | -$235K | 0.39% | 60 |
|
|
2025
Q1 | $1.08M | Sell |
18,534
-11,604
| -39% | -$679K | 0.54% | 44 |
|
|
2024
Q4 | $1.78M | Buy |
30,138
+7,078
| +31% | +$419K | 0.93% | 29 |
|
|
2024
Q3 | $1.37M | Sell |
23,060
-4,550
| -16% | -$269K | 0.73% | 40 |
|
|
2024
Q2 | $1.51M | Buy |
27,610
+20,874
| +310% | +$1.14M | 0.94% | 31 |
|
|
2024
Q1 | $378K | Sell |
6,736
-597
| -8% | -$33.5K | 0.24% | 58 |
|
|
2023
Q4 | $379K | Sell |
7,333
-1,847
| -20% | -$95.4K | 0.36% | 49 |
|
|
2023
Q3 | $422K | Sell |
9,180
-28
| -0.3% | -$1.29K | 0.46% | 47 |
|
|
2023
Q2 | $437K | Buy |
9,208
+3,006
| +48% | +$143K | 0.46% | 48 |
|
|
2023
Q1 | $276K | Hold |
6,202
| – | – | 0.3% | 54 |
|
|
2022
Q4 | $276K | Buy |
+6,202
| New | +$276K | 0.3% | 54 |
|