Stonebridge Financial Planning Group’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 | $1.78M | Buy |
28,296
+7,627
| +37% | +$479K | 0.74% | 43 |
|
|
2025
Q1 | $1.21M | Buy |
20,669
+731
| +4% | +$42.8K | 0.55% | 60 |
|
|
2024
Q4 | $1.18M | Buy |
19,938
+1,602
| +9% | +$94.7K | 0.53% | 58 |
|
|
2024
Q3 | $1.09M | Buy |
18,336
+701
| +4% | +$41.5K | 0.52% | 56 |
|
|
2024
Q2 | $966K | Buy |
17,635
+1,176
| +7% | +$64.4K | 0.49% | 56 |
|
|
2024
Q1 | $925K | Buy |
16,459
+1,710
| +12% | +$96.1K | 0.49% | 59 |
|
|
2023
Q4 | $762K | Buy |
14,749
+4,417
| +43% | +$228K | 0.44% | 61 |
|
|
2023
Q3 | $475K | Buy |
10,332
+4,405
| +74% | +$202K | 0.3% | 79 |
|
|
2023
Q2 | $279K | Buy |
+5,927
| New | +$279K | 0.17% | 115 |
|
|
2022
Q1 | – | Sell |
-3,640
| Closed | -$180K | – | 310 |
|
|
2021
Q4 | $180K | Buy |
3,640
+340
| +10% | +$16.8K | 0.09% | 126 |
|
|
2021
Q3 | $168K | Buy |
3,300
+1,420
| +76% | +$72.3K | 0.08% | 132 |
|
|
2021
Q2 | $91K | Buy |
1,880
+1,005
| +115% | +$48.6K | 0.05% | 171 |
|
|
2021
Q1 | $41K | Buy |
+875
| New | +$41K | 0.02% | 229 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$14K | – | 410 |
|
|
2020
Q1 | $14K | Hold |
500
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $18K | Buy |
+500
| New | +$18K | 0.02% | 247 |
|