Sanchez Wealth Management Group’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 | $12.5M | Buy |
199,426
+4,280
| +2% | +$269K | 3.02% | 16 |
|
|
2025
Q1 | $11.4M | Buy |
195,146
+4,217
| +2% | +$247K | 3.1% | 14 |
|
|
2024
Q4 | $11.3M | Buy |
190,929
+17,223
| +10% | +$1.02M | 3.09% | 13 |
|
|
2024
Q3 | $10.3M | Sell |
173,706
-2,984
| -2% | -$177K | 3.13% | 14 |
|
|
2024
Q2 | $9.67M | Buy |
176,690
+1,867
| +1% | +$102K | 3.13% | 15 |
|
|
2024
Q1 | $9.82M | Sell |
174,823
-5,119
| -3% | -$288K | 3.33% | 14 |
|
|
2023
Q4 | $9.3M | Sell |
179,942
-136,448
| -43% | -$7.05M | 3.39% | 12 |
|
|
2023
Q3 | $14.5M | Buy |
316,390
+3,226
| +1% | +$148K | 5.86% | 7 |
|
|
2023
Q2 | $14.8M | Buy |
313,164
+6,977
| +2% | +$329K | 5.97% | 7 |
|
|
2023
Q1 | $13.7M | Sell |
306,187
-1,568
| -0.5% | -$70.4K | 6.05% | 7 |
|
|
2022
Q4 | $13.5M | Buy |
307,755
+4,651
| +2% | +$204K | 6.63% | 7 |
|
|
2022
Q3 | $11.8M | Buy |
303,104
+193,984
| +178% | +$7.54M | 6.43% | 7 |
|
|
2022
Q2 | $4.47M | Buy |
109,120
+1,638
| +2% | +$67K | 2.22% | 14 |
|
|
2022
Q1 | $5.27M | Buy |
+107,482
| New | +$5.27M | 2.22% | 14 |
|