Stonebridge Financial Planning 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
Q3 | $3.45M | Buy |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $966K | Buy |
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|
2024
Q1 | $925K | Buy |
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|
2023
Q4 | $762K | Buy |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $180K | Buy |
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|
2021
Q3 | $168K | Buy |
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|
2021
Q2 | $91K | Buy |
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|
2021
Q1 | $41K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $14K | Hold |
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|
2019
Q4 | $18K | Buy |
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