PRW Wealth Management’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
2022
Q2
Sell
-74,835
Closed -$3.67M 113
2022
Q1
$3.67M Sell
74,835
-10,935
-13% -$536K 1.63% 17
2021
Q4
$4.44M Sell
85,770
-7,297
-8% -$378K 2.07% 11
2021
Q3
$4.42M Buy
+93,067
New +$4.42M 2.21% 10