San Luis Wealth Advisors’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
$972K Hold
2025
Q2
$972K Sell
2025
Q1
$8.43M Buy
2024
Q4
$3.61M Buy
2024
Q3
$3.33M Buy
2024
Q2
$2.7M Sell
2024
Q1
$2.97M Sell
2023
Q4
$4.09M Buy
2023
Q3
$1.73M Buy
2023
Q2
$1.62M Buy
2023
Q1
$1.13M Buy
2022
Q4
$895K Sell
2022
Q3
$1.34M Buy
2022
Q2
$1.16M Sell
2022
Q1
$1.55M Hold
2021
Q4
$1.55M Sell
2021
Q3
$1.67M Buy