PMG 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
$1.05M Sell
16,763
-1,818
-10% -$114K 0.87% 27
2025
Q1
$1.09M Hold
18,581
1.16% 18
2024
Q4
$1.1M Buy
+18,581
New +$1.1M 1% 21