Prime Capital Investment Advisors’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 | $459K | Sell |
7,321
-2,496
| -25% | -$157K | 0.01% | 639 |
|
|
2025
Q1 | $575K | Buy |
9,817
+2,511
| +34% | +$147K | 0.01% | 633 |
|
|
2024
Q4 | $432K | Buy |
7,306
+14
| +0.2% | +$828 | 0.01% | 609 |
|
|
2024
Q3 | $432K | Sell |
7,292
-40
| -0.5% | -$2.37K | 0.01% | 627 |
|
|
2024
Q2 | $401K | Sell |
7,332
-2,153
| -23% | -$118K | 0.01% | 638 |
|
|
2024
Q1 | $533K | Buy |
9,485
+1,178
| +14% | +$66.2K | 0.01% | 607 |
|
|
2023
Q4 | $429K | Sell |
8,307
-293
| -3% | -$15.1K | 0.01% | 613 |
|
|
2023
Q3 | $395K | Sell |
8,600
-778
| -8% | -$35.7K | 0.01% | 512 |
|
|
2023
Q2 | $442K | Buy |
+9,378
| New | +$442K | 0.01% | 507 |
|
|
2023
Q1 | – | Sell |
-9,134
| Closed | -$401K | – | 625 |
|
|
2022
Q4 | $401K | Buy |
+9,134
| New | +$401K | 0.02% | 369 |
|
|
2020
Q3 | – | Sell |
-1,775
| Closed | -$55K | – | 493 |
|
|
2020
Q2 | $55K | Hold |
1,775
| – | – | 0.01% | 314 |
|
|
2020
Q1 | $45K | Buy |
+1,775
| New | +$45K | 0.01% | 291 |
|