Principle Wealth Partners’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 | $323K | Sell |
5,149
-81
| -2% | -$5.08K | 0.02% | 292 |
|
|
2025
Q1 | $306K | Sell |
5,230
-170
| -3% | -$9.95K | 0.02% | 285 |
|
|
2024
Q4 | $319K | Sell |
5,400
-2,305
| -30% | -$136K | 0.02% | 276 |
|
|
2024
Q3 | $456K | Sell |
7,705
-492
| -6% | -$29.1K | 0.03% | 238 |
|
|
2024
Q2 | $449K | Sell |
8,197
-85
| -1% | -$4.65K | 0.03% | 233 |
|
|
2024
Q1 | $465K | Buy |
8,282
+97
| +1% | +$5.45K | 0.04% | 229 |
|
|
2023
Q4 | $423K | Buy |
8,185
+1,172
| +17% | +$60.6K | 0.04% | 223 |
|
|
2023
Q3 | $322K | Sell |
7,013
-599
| -8% | -$27.5K | 0.03% | 252 |
|
|
2023
Q2 | $359K | Sell |
7,612
-43
| -0.6% | -$2.03K | 0.04% | 239 |
|
|
2023
Q1 | $343K | Hold |
7,655
| – | – | 0.04% | 234 |
|
|
2022
Q4 | $336K | Sell |
7,655
-986
| -11% | -$43.3K | 0.04% | 234 |
|
|
2022
Q3 | $336 | Sell |
8,641
-202,636
| -96% | -$7.88K | 0.03% | 221 |
|
|
2022
Q2 | $8.65M | Buy |
211,277
+27,574
| +15% | +$1.13M | 1.04% | 20 |
|
|
2022
Q1 | $9M | Buy |
183,703
+72,313
| +65% | +$3.54M | 0.95% | 20 |
|
|
2021
Q4 | $5.77M | Buy |
111,390
+105,664
| +1,845% | +$5.47M | 0.61% | 33 |
|
|
2021
Q3 | $272K | Buy |
+5,726
| New | +$272K | 0.03% | 260 |
|