Sowell Financial Services’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
Q3 | $730K | Sell |
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|
2025
Q2 | $683K | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $740K | Sell |
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|
2022
Q4 | $2.02M | Buy |
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|
2022
Q3 | $761K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $591K | Buy |
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|
2020
Q3 | $323K | Sell |
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|
2020
Q2 | $307K | Buy |
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|
2020
Q1 | $194K | Buy |
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