Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Sell |
87,624
-1,917
| -2% | -$120K | 0.2% | 98 |
|
|
2025
Q1 | $5.24M | Buy |
89,541
+2,011
| +2% | +$118K | 0.17% | 117 |
|
|
2024
Q4 | $5.18M | Buy |
87,530
+3,387
| +4% | +$200K | 0.16% | 125 |
|
|
2024
Q3 | $4.98M | Buy |
84,143
+3,598
| +4% | +$213K | 0.17% | 116 |
|
|
2024
Q2 | $4.41M | Buy |
80,545
+50,863
| +171% | +$2.78M | 0.16% | 136 |
|
|
2024
Q1 | $1.67M | Sell |
29,682
-50,823
| -63% | -$2.85M | 0.03% | 279 |
|
|
2023
Q4 | $4.08M | Sell |
80,505
-2,629
| -3% | -$133K | 0.13% | 169 |
|
|
2023
Q3 | $3.82M | Buy |
83,134
+417
| +0.5% | +$19.2K | 0.15% | 159 |
|
|
2023
Q2 | $3.9M | Buy |
82,717
+2,862
| +4% | +$135K | 0.14% | 134 |
|
|
2023
Q1 | $3.58M | Buy |
79,855
+47,690
| +148% | +$2.14M | 0.14% | 141 |
|
|
2022
Q4 | $1.41M | Sell |
32,165
-46,220
| -59% | -$2.03M | 0.08% | 197 |
|
|
2022
Q3 | $3.05M | Sell |
78,385
-6,160
| -7% | -$240K | 0.19% | 113 |
|
|
2022
Q2 | $3.46M | Buy |
84,545
+21,347
| +34% | +$874K | 0.14% | 147 |
|
|
2022
Q1 | $3.1M | Sell |
63,198
-104,191
| -62% | -$5.11M | 0.08% | 208 |
|
|
2021
Q4 | $8.67M | Buy |
167,389
+75,828
| +83% | +$3.93M | 0.19% | 130 |
|
|
2021
Q3 | $4.34M | Buy |
91,561
+8,346
| +10% | +$396K | 0.12% | 170 |
|
|
2021
Q2 | $4M | Sell |
83,215
-23,097
| -22% | -$1.11M | 0.11% | 186 |
|
|
2021
Q1 | $4.7M | Buy |
+106,312
| New | +$4.7M | 0.13% | 167 |
|