SFG Wealth Management’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
Q2 | $902K | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $769K | Buy |
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|
2024
Q3 | $667K | Buy |
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|
2024
Q2 | $579K | Buy |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $395K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $385K | Sell |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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