Panoramic Investment Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Panoramic Investment Advisors’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$980K	Hold
2025 Q2	$914K	Sell
2025 Q1	$964K	Sell
2024 Q4	$980K	Hold
2024 Q3	$981K	Buy
2024 Q1	$953K	Sell
2023 Q4	$887K	Hold
2023 Q3	$789K	Buy
2022 Q4	$807K	Buy