Pitti Group Wealth Management’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
$1.54M Buy
24,468
+748
+3% +$46.9K 1.32% 18
2025
Q1
$1.39M Sell
23,720
-1,041
-4% -$60.9K 1.42% 20
2024
Q4
$1.46M Sell
24,761
-1,145
-4% -$67.7K 1.48% 20
2024
Q3
$1.34M Hold
25,906
1.46% 18
2024
Q2
$1.34M Buy
25,906
+516
+2% +$26.7K 1.46% 18
2024
Q1
$1.39M Sell
25,390
-516
-2% -$28.2K 1.55% 19
2023
Q4
$1.34M Sell
25,906
-1,105
-4% -$57.1K 1.46% 18
2023
Q3
$1.24M Sell
27,011
-1,281
-5% -$58.9K 1.42% 21
2023
Q2
$1.33M Sell
28,292
-22
-0.1% -$1.04K 1.49% 24
2023
Q1
$1.27M Sell
28,314
-51
-0.2% -$2.29K 1.42% 23
2022
Q4
$1.25M Buy
28,365
+3,643
+15% +$160K 1.49% 19
2022
Q3
$961K Buy
24,722
+311
+1% +$12.1K 1.33% 21
2022
Q2
$999K Sell
24,411
-281
-1% -$11.5K 1.36% 20
2022
Q1
$1.21M Buy
24,692
+54
+0.2% +$2.65K 1.41% 20
2021
Q4
$1.28M Buy
+24,638
New +$1.28M 1.42% 22