Summit Wealth Partners’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
2024 Q4	–	Sell	-5,641	Closed	-$334K	–	231
2024 Q3	$334K	Buy	+5,641	New	+$334K	0.06%	180