Sovereign Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.94M Buy
2025
Q1
$7.21M Buy
2024
Q4
$6.96M Buy
2024
Q3
$6.8M Buy
2024
Q2
$5.95M Buy
2024
Q1
$5.48M Buy
2023
Q4
$4.74M Buy
2023
Q3
$3.69M Buy
2023
Q2
$3.01M Buy
2023
Q1
$2.62M Buy
2022
Q4
$2.38M Sell
2022
Q3
$2.55M Buy
2022
Q2
$2.37M Buy
2022
Q1
$2.55M Sell
2021
Q4
$2.74M Buy
2021
Q3
$2.49M Sell
2021
Q2
$2.56M Hold
2021
Q1
$2.56M Sell
2020
Q4
$2.33M Buy