Panoramic Investment 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 | $914K | Sell |
14,566
-1,900
| -12% | -$119K | 0.56% | 45 |
|
|
2025
Q1 | $964K | Sell |
16,466
-100
| -0.6% | -$5.85K | 0.65% | 43 |
|
|
2024
Q4 | $980K | Hold |
16,566
| – | – | 0.64% | 40 |
|
|
2024
Q3 | $981K | Buy |
+16,566
| New | +$981K | 0.68% | 40 |
|
|
2024
Q1 | $953K | Sell |
16,966
-200
| -1% | -$11.2K | 0.7% | 40 |
|
|
2023
Q4 | $887K | Hold |
17,166
| – | – | 0.77% | 38 |
|
|
2023
Q3 | $789K | Buy |
+17,166
| New | +$789K | 0.73% | 37 |
|
|
2022
Q4 | $807K | Buy |
+18,366
| New | +$807K | 0.83% | 36 |
|