Sequent Planning’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 | $1.14M | Sell |
18,129
-121
| -0.7% | -$7.59K | 0.36% | 44 |
|
|
2025
Q1 | $1.07M | Sell |
18,250
-381
| -2% | -$22.3K | 0.38% | 43 |
|
|
2024
Q4 | $1.1M | Sell |
18,631
-1,027
| -5% | -$60.7K | 0.4% | 43 |
|
|
2024
Q3 | $1.16M | Buy |
19,658
+1,709
| +10% | +$101K | 0.4% | 42 |
|
|
2024
Q2 | $981K | Sell |
17,949
-3,813
| -18% | -$208K | 0.34% | 46 |
|
|
2024
Q1 | $1.22M | Buy |
+21,762
| New | +$1.22M | 0.44% | 39 |
|