SWA
Strategies Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
5,420
+1,396
| +35% | +$87.6K | 0.04% | 129 |
|
|
2025
Q1 | $236K | Buy |
4,024
+17
| +0.4% | +$995 | 0.03% | 155 |
|
|
2024
Q4 | $250K | Buy |
4,007
+20
| +0.5% | +$1.25K | 0.03% | 111 |
|
|
2024
Q3 | $236K | Buy |
3,987
+13
| +0.3% | +$770 | 0.03% | 84 |
|
|
2024
Q2 | $218K | Sell |
3,974
-343
| -8% | -$18.8K | 0.03% | 83 |
|
|
2024
Q1 | $242K | Buy |
+4,317
| New | +$242K | 0.04% | 85 |
|