Pinnacle Wealth Management Advisory Group’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 | $6.49M | Buy |
103,427
+3,104
| +3% | +$195K | 0.54% | 44 |
|
|
2025
Q1 | $5.87M | Buy |
100,323
+7,792
| +8% | +$456K | 0.55% | 46 |
|
|
2024
Q4 | $5.47M | Buy |
92,531
+1,332
| +1% | +$78.8K | 0.51% | 47 |
|
|
2024
Q3 | $5.4M | Buy |
91,199
+1,167
| +1% | +$69.1K | 0.52% | 47 |
|
|
2024
Q2 | $4.93M | Buy |
90,032
+3,746
| +4% | +$205K | 0.51% | 46 |
|
|
2024
Q1 | $4.85M | Buy |
86,286
+2,784
| +3% | +$156K | 0.52% | 48 |
|
|
2023
Q4 | $4.31M | Buy |
83,502
+2,653
| +3% | +$137K | 0.51% | 47 |
|
|
2023
Q3 | $3.72M | Sell |
80,849
-242
| -0.3% | -$11.1K | 0.48% | 53 |
|
|
2023
Q2 | $3.82M | Buy |
81,091
+2,218
| +3% | +$104K | 0.48% | 53 |
|
|
2023
Q1 | $3.54M | Buy |
78,873
+8,882
| +13% | +$399K | 0.48% | 57 |
|
|
2022
Q4 | $3.07M | Buy |
69,991
+21,202
| +43% | +$931K | 0.46% | 55 |
|
|
2022
Q3 | $1.9M | Buy |
48,789
+30,335
| +164% | +$1.18M | 0.32% | 75 |
|
|
2022
Q2 | $755K | Buy |
18,454
+476
| +3% | +$19.5K | 0.12% | 132 |
|
|
2022
Q1 | $881K | Buy |
17,978
+4,552
| +34% | +$223K | 0.13% | 132 |
|
|
2021
Q4 | $695K | Buy |
+13,426
| New | +$695K | 0.11% | 148 |
|