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
2026 Q1	$4.78M	Buy	69,981 +6,535	+10%	+$465K	1.75%	13
2025 Q4	$4.41M	Buy	63,446 +12,215	+24%	+$830K	1.59%	15
2025 Q3	$3.45M	Buy	51,231 +22,935	+81%	+$1.49M	1.29%	18
2025 Q2	$1.78M	Buy	28,296 +7,627	+37%	+$449K	0.74%	43
2025 Q1	$1.21M	Buy	20,669 +731	+4%	+$44.4K	0.55%	60
2024 Q4	$1.18M	Buy	19,938 +1,602	+9%	+$97.7K	0.53%	58
2024 Q3	$1.09M	Buy	18,336 +701	+4%	+$39.9K	0.52%	56
2024 Q2	$966K	Buy	17,635 +1,176	+7%	+$64.3K	0.49%	56
2024 Q1	$925K	Buy	16,459 +1,710	+12%	+$89.7K	0.49%	59
2023 Q4	$762K	Buy	14,749 +4,417	+43%	+$209K	0.44%	61
2023 Q3	$475K	Buy	10,332 +4,405	+74%	+$211K	0.3%	79
2023 Q2	$279K	Buy	+5,927	New	+$268K	0.17%	115
2022 Q1	–	Sell	-3,640	Closed	-$180K	–	309
2021 Q4	$180K	Buy	3,640 +340	+10%	+$17.1K	0.09%	126
2021 Q3	$168K	Buy	3,300 +1,420	+76%	+$68.8K	0.08%	132
2021 Q2	$91K	Buy	1,880 +1,005	+115%	+$48.1K	0.05%	171
2021 Q1	$41K	Buy	+875	New	+$37.3K	0.02%	229
2020 Q2	–	Sell	-500	Closed	-$14K	–	409
2020 Q1	$14K	Hold	500	–	–	0.01%	278
2019 Q4	$18K	Buy	+500	New	+$16.9K	0.02%	247