Shelton 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 | $3.59M | Sell |
57,296
-826
| -1% | -$51.8K | 1.73% | 13 |
|
|
2025
Q1 | $3.4M | Sell |
58,122
-6,159
| -10% | -$361K | 1.85% | 12 |
|
|
2024
Q4 | $3.8M | Sell |
64,281
-8,743
| -12% | -$517K | 1.97% | 12 |
|
|
2024
Q3 | $4.32M | Sell |
73,024
-10,849
| -13% | -$642K | 2.35% | 13 |
|
|
2024
Q2 | $4.59M | Sell |
83,873
-16,479
| -16% | -$902K | 2.6% | 8 |
|
|
2024
Q1 | $5.64M | Sell |
100,352
-7,320
| -7% | -$411K | 3.54% | 6 |
|
|
2023
Q4 | $5.56M | Sell |
107,672
-39,591
| -27% | -$2.05M | 3.95% | 5 |
|
|
2023
Q3 | $6.77M | Sell |
147,263
-5,166
| -3% | -$237K | 5.41% | 7 |
|
|
2023
Q2 | $7.18M | Sell |
152,429
-5,245
| -3% | -$247K | 5.57% | 6 |
|
|
2023
Q1 | $7.07M | Sell |
157,674
-1,302
| -0.8% | -$58.4K | 5.74% | 7 |
|
|
2022
Q4 | $6.98M | Sell |
158,976
-2,240
| -1% | -$98.4K | 5.51% | 5 |
|
|
2022
Q3 | $6.27M | Buy |
161,216
+493
| +0.3% | +$19.2K | 5.58% | 6 |
|
|
2022
Q2 | $6.58M | Buy |
160,723
+43,104
| +37% | +$1.76M | 5.59% | 7 |
|
|
2022
Q1 | $5.76M | Buy |
117,619
+52,581
| +81% | +$2.58M | 4.55% | 9 |
|
|
2021
Q4 | $3.37M | Buy |
+65,038
| New | +$3.37M | 2.65% | 11 |
|