PSI Advisors’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 | – | Sell |
-1,120
| Closed | -$65.6K | – | 554 |
|
|
2025
Q1 | $65.6K | Hold |
1,120
| – | – | 0.02% | 209 |
|
|
2024
Q4 | $66.2K | Hold |
1,120
| – | – | 0.02% | 238 |
|
|
2024
Q3 | $66.3K | Hold |
1,120
| – | – | 0.02% | 235 |
|
|
2024
Q2 | $61.3K | Hold |
1,120
| – | – | 0.02% | 233 |
|
|
2024
Q1 | $62.9K | Sell |
1,120
-88
| -7% | -$4.94K | 0.02% | 227 |
|
|
2023
Q4 | $62.4K | Sell |
1,208
-9,035
| -88% | -$467K | 0.02% | 232 |
|
|
2023
Q3 | $471K | Sell |
10,243
-1,829
| -15% | -$84K | 0.2% | 77 |
|
|
2023
Q2 | $569K | Sell |
12,072
-5,387
| -31% | -$254K | 0.25% | 69 |
|
|
2023
Q1 | $783K | Sell |
17,459
-1,153
| -6% | -$51.7K | 0.38% | 51 |
|
|
2022
Q4 | $817K | Sell |
18,612
-580
| -3% | -$25.5K | 0.44% | 45 |
|
|
2022
Q3 | $746K | Sell |
19,192
-58,743
| -75% | -$2.28M | 0.39% | 52 |
|
|
2022
Q2 | $3.19M | Sell |
77,935
-12,522
| -14% | -$512K | 1.57% | 14 |
|
|
2022
Q1 | $4.43M | Buy |
90,457
+1,425
| +2% | +$69.8K | 1.82% | 12 |
|
|
2021
Q4 | $4.61M | Sell |
89,032
-2,329
| -3% | -$121K | 1.88% | 11 |
|
|
2021
Q3 | $4.34M | Sell |
91,361
-3,031
| -3% | -$144K | 1.99% | 9 |
|
|
2021
Q2 | $4.53M | Buy |
94,392
+3,596
| +4% | +$173K | 2.39% | 9 |
|
|
2021
Q1 | $4.13M | Buy |
+90,796
| New | +$4.13M | 2.43% | 8 |
|