ProVise Management Group’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 | $1.24M | Buy |
19,820
+1,892
| +11% | +$119K | 0.1% | 122 |
|
|
2025
Q1 | $1.05M | Buy |
17,928
+3,236
| +22% | +$189K | 0.09% | 127 |
|
|
2024
Q4 | $869K | Buy |
14,692
+2,925
| +25% | +$173K | 0.07% | 135 |
|
|
2024
Q3 | $697K | Buy |
11,767
+2,585
| +28% | +$153K | 0.06% | 169 |
|
|
2024
Q2 | $503K | Buy |
9,182
+1,903
| +26% | +$104K | 0.04% | 183 |
|
|
2024
Q1 | $409K | Buy |
7,279
+519
| +8% | +$29.2K | 0.04% | 209 |
|
|
2023
Q4 | $349K | Buy |
6,760
+1,372
| +25% | +$70.9K | 0.03% | 270 |
|
|
2023
Q3 | $248K | Buy |
+5,388
| New | +$248K | 0.02% | 293 |
|