Root Financial Partners’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 | $1.32M | Sell |
21,051
-1,956
| -9% | -$123K | 0.13% | 59 |
|
|
2025
Q1 | $1.35M | Sell |
23,007
-3,596
| -14% | -$211K | 0.14% | 53 |
|
|
2024
Q4 | $1.57M | Sell |
26,603
-2,413
| -8% | -$143K | 0.2% | 41 |
|
|
2024
Q3 | $1.72M | Sell |
29,016
-1,386
| -5% | -$82.1K | 0.27% | 35 |
|
|
2024
Q2 | $1.66M | Buy |
30,402
+162
| +0.5% | +$8.87K | 0.39% | 26 |
|
|
2024
Q1 | $1.7M | Buy |
30,240
+181
| +0.6% | +$10.2K | 0.5% | 25 |
|
|
2023
Q4 | $1.55M | Buy |
30,059
+920
| +3% | +$47.5K | 0.58% | 21 |
|
|
2023
Q3 | $1.34M | Buy |
29,139
+489
| +2% | +$22.5K | 0.71% | 18 |
|
|
2023
Q2 | $1.35M | Sell |
28,650
-1,646
| -5% | -$77.5K | 0.8% | 19 |
|
|
2023
Q1 | $1.36M | Buy |
+30,296
| New | +$1.36M | 0.97% | 19 |
|