Rothschild Investment LLC’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
$38.4K Hold
612
﹤0.01% 847
2025
Q1
$35.8K Hold
612
﹤0.01% 862
2024
Q4
$36.2K Hold
612
﹤0.01% 857
2024
Q3
$36.2K Hold
612
﹤0.01% 859
2024
Q2
$33.5K Hold
612
﹤0.01% 851
2024
Q1
$34.4K Hold
612
﹤0.01% 809
2023
Q4
$31.6K Buy
+612
New +$31.6K ﹤0.01% 753