PFA
Plotkin Financial 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 | $10.9M | Sell |
174,141
-717
| -0.4% | -$45K | 6.03% | 3 |
|
|
2025
Q1 | $10.2M | Buy |
174,858
+5,556
| +3% | +$325K | 6.29% | 3 |
|
|
2024
Q4 | $10M | Sell |
169,302
-6,633
| -4% | -$392K | 5.94% | 3 |
|
|
2024
Q3 | $10.4M | Sell |
175,935
-2,515
| -1% | -$149K | 6.23% | 3 |
|
|
2024
Q2 | $9.77M | Sell |
178,450
-2,631
| -1% | -$144K | 6.28% | 2 |
|
|
2024
Q1 | $10.2M | Buy |
181,081
+15,320
| +9% | +$861K | 6.74% | 2 |
|
|
2023
Q4 | $8.56M | Sell |
165,761
-6,852
| -4% | -$354K | 6.51% | 2 |
|
|
2023
Q3 | $7.93M | Sell |
172,613
-1,327
| -0.8% | -$61K | 6.98% | 2 |
|
|
2023
Q2 | $8.19M | Sell |
173,940
-8,659
| -5% | -$408K | 6.81% | 2 |
|
|
2023
Q1 | $8.19M | Sell |
182,599
-2,830
| -2% | -$127K | 7.62% | 2 |
|
|
2022
Q4 | $8.14M | Sell |
185,429
-9,766
| -5% | -$429K | 8.27% | 1 |
|
|
2022
Q3 | $7.59M | Buy |
195,195
+6,770
| +4% | +$263K | 7.68% | 1 |
|
|
2022
Q2 | $7.71M | Sell |
188,425
-2,322
| -1% | -$95K | 7.33% | 3 |
|
|
2022
Q1 | $9.35M | Buy |
190,747
+180,934
| +1,844% | +$8.87M | 6.53% | 3 |
|
|
2021
Q4 | $508K | Buy |
9,813
+2,716
| +38% | +$141K | 0.32% | 50 |
|
|
2021
Q3 | $337K | Buy |
+7,097
| New | +$337K | 0.2% | 70 |
|