Paragon Private Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$576K Sell
2025
Q1
$670K Sell
2024
Q4
$768K Buy
2024
Q3
$715K Buy
2024
Q2
$656K Sell
2024
Q1
$687K Sell
2023
Q4
$704K Sell
2023
Q3
$675K Sell
2023
Q2
$712K Sell
2023
Q1
$681K Sell
2022
Q4
$708K Buy
2022
Q3
$670K Buy
2022
Q2
$627K Buy
2022
Q1
$683K Buy
2021
Q4
$572K Buy