Simplicity Wealth’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
$1.18M Sell
18,833
-339
-2% -$21.3K 0.05% 300
2025
Q1
$1.12M Buy
19,172
+14,475
+308% +$847K 0.09% 234
2024
Q4
$278K Sell
4,697
-8,869
-65% -$525K 0.06% 251
2024
Q3
$803K Sell
13,566
-6,297
-32% -$373K 0.07% 226
2024
Q2
$1.09M Buy
19,863
+1,655
+9% +$90.6K 0.02% 504
2024
Q1
$1.02M Buy
+18,208
New +$1.02M 0.02% 509