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 |
|