PFA
Pinnacle Family Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
+14,353
| New | +$900K | 0.44% | 44 |
|
|
2024
Q4 | – | Sell |
-13,989
| Closed | -$828K | – | 123 |
|
|
2024
Q3 | $828K | Buy |
13,989
+495
| +4% | +$29.3K | 0.43% | 50 |
|
|
2024
Q2 | $739K | Sell |
13,494
-267
| -2% | -$14.6K | 0.41% | 44 |
|
|
2024
Q1 | $773K | Sell |
13,761
-135
| -1% | -$7.58K | 0.41% | 39 |
|
|
2023
Q4 | $718K | Buy |
13,896
+1,279
| +10% | +$66.1K | 0.42% | 39 |
|
|
2023
Q3 | $580K | Sell |
12,617
-766
| -6% | -$35.2K | 0.33% | 46 |
|
|
2023
Q2 | $630K | Sell |
13,383
-254
| -2% | -$12K | 0.34% | 50 |
|
|
2023
Q1 | $612K | Buy |
13,637
+1,157
| +9% | +$51.9K | 0.37% | 52 |
|
|
2022
Q4 | $548K | Sell |
12,480
-454
| -4% | -$19.9K | 0.39% | 50 |
|
|
2022
Q3 | $503K | Buy |
12,934
+120
| +0.9% | +$4.67K | 0.44% | 42 |
|
|
2022
Q2 | $524K | Buy |
12,814
+429
| +3% | +$17.5K | 0.43% | 49 |
|
|
2022
Q1 | $607K | Buy |
12,385
+1,017
| +9% | +$49.8K | 0.32% | 58 |
|
|
2021
Q4 | $589K | Buy |
11,368
+408
| +4% | +$21.1K | 0.27% | 57 |
|
|
2021
Q3 | $520K | Buy |
10,960
+229
| +2% | +$10.9K | 0.23% | 67 |
|
|
2021
Q2 | $516K | Buy |
+10,731
| New | +$516K | 0.23% | 68 |
|