SFG Wealth Management’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 | $902K | Buy |
14,377
+926
| +7% | +$58.1K | 0.55% | 31 |
|
|
2025
Q1 | $787K | Buy |
13,451
+447
| +3% | +$26.2K | 0.38% | 50 |
|
|
2024
Q4 | $769K | Buy |
13,004
+1,734
| +15% | +$103K | 0.4% | 40 |
|
|
2024
Q3 | $667K | Buy |
11,270
+688
| +7% | +$40.7K | 0.35% | 46 |
|
|
2024
Q2 | $579K | Buy |
10,582
+2,105
| +25% | +$115K | 0.33% | 47 |
|
|
2024
Q1 | $476K | Buy |
8,477
+609
| +8% | +$34.2K | 0.28% | 51 |
|
|
2023
Q4 | $407K | Sell |
7,868
-200
| -2% | -$10.3K | 0.27% | 56 |
|
|
2023
Q3 | $371K | Sell |
8,068
-325
| -4% | -$14.9K | 0.29% | 58 |
|
|
2023
Q2 | $395K | Sell |
8,393
-164
| -2% | -$7.73K | 0.33% | 56 |
|
|
2023
Q1 | $384K | Sell |
8,557
-215
| -2% | -$9.65K | 0.43% | 43 |
|
|
2022
Q4 | $385K | Sell |
8,772
-1,562
| -15% | -$68.6K | 0.48% | 44 |
|
|
2022
Q3 | $402K | Sell |
10,334
-94
| -0.9% | -$3.66K | 0.54% | 42 |
|
|
2022
Q2 | $427K | Sell |
10,428
-14,736
| -59% | -$603K | 0.5% | 46 |
|
|
2022
Q1 | $1.23M | Buy |
25,164
+5,242
| +26% | +$257K | 1.16% | 28 |
|
|
2021
Q4 | $1.03M | Buy |
+19,922
| New | +$1.03M | 0.92% | 33 |
|