Private Client Services’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	$405K	Buy	+6,448	New	+$405K	0.16%	127
2025 Q1	–	Sell	-3,877	Closed	-$229K	–	205
2024 Q4	$229K	Sell	3,877 -511	-12%	-$30.2K	0.12%	166
2024 Q3	$260K	Buy	+4,388	New	+$260K	0.14%	139