Petix & Botte Financial’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 | $7.68M | Buy |
122,446
+14,355
| +13% | +$901K | 1.88% | 20 |
|
|
2025
Q1 | $6.33M | Buy |
108,091
+24,421
| +29% | +$1.43M | 1.67% | 21 |
|
|
2024
Q4 | $4.95M | Buy |
83,670
+70,332
| +527% | +$4.16M | 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% | -$397K | 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% | +$324K | 0.2% | 57 |
|
|
2023
Q1 | $308K | Buy |
+6,869
| New | +$308K | 0.21% | 60 |
|
|
2022
Q3 | $265K | Buy |
+6,819
| New | +$265K | 0.2% | 59 |
|
|
2022
Q2 | – | Sell |
-5,380
| Closed | -$264K | – | 104 |
|
|
2022
Q1 | $264K | Buy |
+5,380
| New | +$264K | 0.08% | 95 |
|