SteelPeak Wealth’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
$2.13M Sell
33,933
-3,708
-10% -$233K 0.08% 183
2025
Q1
$2.2M Sell
37,641
-380
-1% -$22.2K 0.09% 166
2024
Q4
$2.25M Buy
38,021
+782
+2% +$46.2K 0.09% 162
2024
Q3
$2.2M Buy
37,239
+577
+2% +$34.2K 0.1% 157
2024
Q2
$2.01M Sell
36,662
-1,530
-4% -$83.8K 0.09% 157
2024
Q1
$2.15M Buy
38,192
+223
+0.6% +$12.5K 0.11% 145
2023
Q4
$1.96M Buy
37,969
+1,599
+4% +$82.6K 0.11% 141
2023
Q3
$1.67M Buy
36,370
+18
+0% +$827 0.1% 143
2023
Q2
$1.71M Buy
+36,352
New +$1.71M 0.1% 136