Root Financial Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.63M Buy
2025
Q2
$1.32M Sell
2025
Q1
$1.35M Sell
2024
Q4
$1.57M Sell
2024
Q3
$1.72M Sell
2024
Q2
$1.66M Buy
2024
Q1
$1.7M Buy
2023
Q4
$1.55M Buy
2023
Q3
$1.34M Buy
2023
Q2
$1.35M Sell
2023
Q1
$1.36M Buy