Peak Planning Group’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
2026
Q1
$14.6M Buy
2025
Q4
$13.1M Buy
2025
Q3
$8.89M Buy
2024
Q4
$5.98M Buy
2024
Q2
$4.54M Buy
2024
Q1
$3.83M Buy
2023
Q4
$3.37M Sell
2023
Q3
$3.1M Sell
2023
Q2
$3.51M Sell
2023
Q1
$3.57M Sell
2022
Q4
$3.68M Sell
2022
Q3
$3.59M Sell
2022
Q2
$4.02M Buy
2021
Q4
$4.2M Buy