Solano 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
2024
Q2
$21.9M Buy
400,443
+11,691
+3% +$640K 12.01% 2
2024
Q1
$21.8M Buy
388,752
+60,017
+18% +$3.37M 12.25% 2
2023
Q4
$17M Buy
328,735
+10,208
+3% +$527K 10.26% 4
2023
Q3
$14.6M Buy
318,527
+15,858
+5% +$729K 10.15% 4
2023
Q2
$14.3M Buy
302,669
+6,667
+2% +$314K 9.69% 6
2023
Q1
$13.3M Buy
+296,002
New +$13.3M 9.69% 6