Strategic 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	$14.6M	Buy	233,307 +5,981	+3%	+$375K	2.38%	15
2025 Q1	$13.3M	Buy	227,326 +34,010	+18%	+$1.99M	2.6%	13
2024 Q4	$11.4M	Buy	+193,316	New	+$11.4M	2.1%	16