Sandy Spring Bank’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
Q1
$5.22M Buy
89,194
+42,946
+93% +$2.51M 0.22% 104
2024
Q4
$2.74M Buy
46,248
+11,406
+33% +$675K 0.11% 149
2024
Q3
$2.06M Buy
34,842
+2,405
+7% +$142K 0.08% 172
2024
Q2
$1.78M Buy
32,437
+2,444
+8% +$134K 0.08% 173
2024
Q1
$1.68M Buy
29,993
+1,861
+7% +$105K 0.08% 175
2023
Q4
$1.45M Buy
28,132
+3,734
+15% +$193K 0.07% 184
2023
Q3
$1.12M Buy
24,398
+760
+3% +$34.9K 0.06% 193
2023
Q2
$1.11M Buy
23,638
+3,387
+17% +$160K 0.06% 200
2023
Q1
$909K Sell
20,251
-9
-0% -$404 0.05% 218
2022
Q4
$890K Buy
20,260
+5,698
+39% +$250K 0.05% 217
2022
Q3
$566K Buy
14,562
+1,430
+11% +$55.6K 0.04% 237
2022
Q2
$537K Buy
13,132
+3,428
+35% +$140K 0.03% 241
2022
Q1
$475K Buy
9,704
+2,225
+30% +$109K 0.02% 255
2021
Q4
$387K Buy
7,479
+5,191
+227% +$269K 0.02% 281
2021
Q3
$109K Buy
+2,288
New +$109K 0.01% 409