Pacific Sun Financial’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 | $385K | Hold |
6,130
| – | – | 0.2% | 134 |
|
|
2025
Q1 | $359K | Buy |
6,130
+40
| +0.7% | +$2.34K | 0.2% | 137 |
|
|
2024
Q4 | $360K | Buy |
6,090
+170
| +3% | +$10.1K | 0.2% | 135 |
|
|
2024
Q3 | $351K | Sell |
5,920
-400
| -6% | -$23.7K | 0.19% | 136 |
|
|
2024
Q2 | $346K | Hold |
6,320
| – | – | 0.2% | 134 |
|
|
2024
Q1 | $355K | Sell |
6,320
-350
| -5% | -$19.7K | 0.21% | 134 |
|
|
2023
Q4 | $345K | Sell |
6,670
-150
| -2% | -$7.75K | 0.22% | 124 |
|
|
2023
Q3 | $313K | Sell |
6,820
-205
| -3% | -$9.42K | 0.22% | 123 |
|
|
2023
Q2 | $315K | Buy |
+7,025
| New | +$315K | 0.21% | 127 |
|
|
2022
Q4 | $306K | Buy |
6,975
+260
| +4% | +$11.4K | 0.22% | 128 |
|
|
2022
Q3 | $261K | Buy |
6,715
+590
| +10% | +$22.9K | 0.18% | 145 |
|
|
2022
Q2 | $251K | Buy |
6,125
+1,350
| +28% | +$55.3K | 0.17% | 156 |
|
|
2022
Q1 | $234K | Buy |
+4,775
| New | +$234K | 0.13% | 173 |
|