SFI Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-98,762
| Closed | -$4.65M | – | 85 |
|
|
2023
Q2 | $4.65M | Buy |
98,762
+1,641
| +2% | +$77.3K | 4.42% | 3 |
|
|
2023
Q1 | $4.36M | Buy |
97,121
+18,078
| +23% | +$811K | 4.37% | 5 |
|
|
2022
Q4 | $3.47M | Sell |
79,043
-15,302
| -16% | -$672K | 3.77% | 9 |
|
|
2022
Q3 | $3.67M | Buy |
94,345
+2,646
| +3% | +$103K | 4.26% | 8 |
|
|
2022
Q2 | $3.75M | Buy |
91,699
+69
| +0.1% | +$2.82K | 4.16% | 8 |
|
|
2022
Q1 | $4.49K | Sell |
91,630
-292
| -0.3% | -$14 | 2.74% | 10 |
|
|
2021
Q4 | $4.89M | Buy |
+91,922
| New | +$4.89M | 4.31% | 9 |
|