Red Door 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
7,046
| – | – | 0.05% | 170 |
|
|
2025
Q1 | $412K | Hold |
7,046
| – | – | 0.06% | 161 |
|
|
2024
Q4 | $417K | Hold |
7,046
| – | – | 0.06% | 154 |
|
|
2024
Q3 | $417K | Buy |
7,046
+741
| +12% | +$43.9K | 0.07% | 144 |
|
|
2024
Q2 | $345K | Hold |
6,305
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $354K | Hold |
6,305
| – | – | 0.07% | 145 |
|
|
2023
Q4 | $326K | Sell |
6,305
-220
| -3% | -$11.4K | 0.07% | 148 |
|
|
2023
Q3 | $300K | Hold |
6,525
| – | – | 0.07% | 144 |
|
|
2023
Q2 | $307K | Hold |
6,525
| – | – | 0.07% | 175 |
|
|
2023
Q1 | $293K | Hold |
6,525
| – | – | 0.09% | 121 |
|
|
2022
Q4 | $287K | Sell |
6,525
-2,031
| -24% | -$89.2K | 0.09% | 118 |
|
|
2022
Q3 | $332K | Hold |
8,556
| – | – | 0.13% | 103 |
|
|
2022
Q2 | $350K | Hold |
8,556
| – | – | 0.13% | 102 |
|
|
2022
Q1 | $419K | Buy |
+8,556
| New | +$419K | 0.14% | 97 |
|