Southland Equity Partners’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 | $3.25M | Sell |
51,766
-223
| -0.4% | -$14K | 0.71% | 31 |
|
|
2025
Q1 | $3.04M | Buy |
51,989
+413
| +0.8% | +$24.2K | 0.71% | 32 |
|
|
2024
Q4 | $3.05M | Buy |
51,576
+3
| +0% | +$177 | 0.71% | 34 |
|
|
2024
Q3 | $3.05M | Buy |
51,573
+27,724
| +116% | +$1.64M | 0.74% | 29 |
|
|
2024
Q2 | $1.31M | Buy |
23,849
+15,977
| +203% | +$875K | 0.37% | 53 |
|
|
2024
Q1 | $442K | Sell |
7,872
-27
| -0.3% | -$1.52K | 0.12% | 116 |
|
|
2023
Q4 | $408K | Buy |
7,899
+418
| +6% | +$21.6K | 0.13% | 111 |
|
|
2023
Q3 | $344K | Buy |
7,481
+181
| +2% | +$8.32K | 0.12% | 119 |
|
|
2023
Q2 | $344K | Sell |
7,300
-106
| -1% | -$4.99K | 0.12% | 118 |
|
|
2023
Q1 | $332K | Buy |
7,406
+878
| +13% | +$39.4K | 0.13% | 115 |
|
|
2022
Q4 | $287K | Sell |
6,528
-318
| -5% | -$14K | 0.11% | 128 |
|
|
2022
Q3 | $266K | Sell |
6,846
-2,478
| -27% | -$96.3K | 0.13% | 121 |
|
|
2022
Q2 | $382K | Sell |
9,324
-194
| -2% | -$7.94K | 0.17% | 96 |
|
|
2022
Q1 | $466K | Buy |
9,518
+1,015
| +12% | +$49.7K | 0.19% | 89 |
|
|
2021
Q4 | $440K | Buy |
+8,503
| New | +$440K | 0.18% | 87 |
|