Petix & Botte Financial’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	$12.4M	Sell	90,698 -72,677	-44%	-$5.17M	2.76%	11
2025 Q4	$11.3M	Buy	163,375 +24,026	+17%	+$1.63M	2.57%	11
2025 Q3	$9.37M	Buy	139,349 +16,903	+14%	+$1.1M	2.16%	18
2025 Q2	$7.68M	Buy	122,446 +14,355	+13%	+$844K	1.88%	20
2025 Q1	$6.33M	Buy	108,091 +24,421	+29%	+$1.48M	1.67%	21
2024 Q4	$4.95M	Buy	83,670 +70,332	+527%	+$4.29M	1.3%	24
2024 Q3	$790K	Hold	13,338	–	–	0.21%	60
2024 Q2	$730K	Buy	13,338 +6,669	+100%	+$365K	0.21%	62
2024 Q1	$375K	Sell	6,669 -7,069	-51%	-$371K	0.09%	104
2023 Q4	$710K	Hold	13,738	–	–	0.21%	57
2023 Q3	$631K	Hold	13,738	–	–	0.2%	58
2023 Q2	$647K	Buy	13,738 +6,869	+100%	+$311K	0.2%	57
2023 Q1	$308K	Buy	+6,869	New	+$316K	0.21%	60
2022 Q3	$265K	Buy	+6,819	New	+$293K	0.2%	59
2022 Q2	–	Sell	-5,380	Closed	-$264K	–	104
2022 Q1	$264K	Buy	+5,380	New	+$269K	0.08%	95