Principle Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $319K | Sell |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $465K | Buy |
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|
2023
Q4 | $423K | Buy |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $343K | Hold |
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|
2022
Q4 | $336K | Sell |
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|
2022
Q3 | $336 | Sell |
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|
2022
Q2 | $8.64M | Buy |
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|
2022
Q1 | $9M | Buy |
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|
2021
Q4 | $5.77M | Buy |
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|
2021
Q3 | $272K | Buy |
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