Strategic Family Wealth Counselors’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 | $729K | Hold |
11,619
| – | – | 0.21% | 74 |
|
|
2025
Q1 | $680K | Buy |
11,619
+542
| +5% | +$31.7K | 0.22% | 71 |
|
|
2024
Q4 | $655K | Buy |
11,077
+101
| +0.9% | +$5.97K | 0.21% | 71 |
|
|
2024
Q3 | $650K | Hold |
10,976
| – | – | 0.23% | 66 |
|
|
2024
Q2 | $601K | Buy |
10,976
+1
| +0% | +$55 | 0.23% | 63 |
|
|
2024
Q1 | $616K | Buy |
10,975
+402
| +4% | +$22.6K | 0.24% | 60 |
|
|
2023
Q4 | $546K | Buy |
10,573
+1,555
| +17% | +$80.4K | 0.23% | 61 |
|
|
2023
Q3 | $414K | Buy |
9,018
+601
| +7% | +$27.6K | 0.2% | 64 |
|
|
2023
Q2 | $396K | Buy |
8,417
+1,326
| +19% | +$62.5K | 0.18% | 65 |
|
|
2023
Q1 | $318K | Buy |
7,091
+421
| +6% | +$18.9K | 0.15% | 71 |
|
|
2022
Q4 | $293K | Sell |
6,670
-23
| -0.3% | -$1.01K | 0.15% | 75 |
|
|
2022
Q3 | $260K | Buy |
+6,693
| New | +$260K | 0.13% | 75 |
|