SMART 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 | $7.65M | Buy |
122,004
+16,729
| +16% | +$1.05M | 2.4% | 6 |
|
|
2025
Q1 | $6.16M | Buy |
105,275
+4,800
| +5% | +$281K | 2.21% | 10 |
|
|
2024
Q4 | $5.94M | Buy |
100,475
+5,120
| +5% | +$303K | 2.11% | 13 |
|
|
2024
Q3 | $5.65M | Buy |
95,355
+16,777
| +21% | +$993K | 2.21% | 12 |
|
|
2024
Q2 | $4.3M | Buy |
78,578
+18,308
| +30% | +$1M | 1.74% | 18 |
|
|
2024
Q1 | $3.39M | Buy |
+60,270
| New | +$3.39M | 1.53% | 23 |
|