Sunbelt Securities’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 | $800K | Sell |
13,531
-12,561
| -48% | -$743K | 0.07% | 243 |
|
|
2025
Q1 | $1.53M | Buy |
26,092
+12,616
| +94% | +$739K | 0.14% | 128 |
|
|
2024
Q4 | $795K | Buy |
13,476
+5,848
| +77% | +$345K | 0.07% | 244 |
|
|
2024
Q3 | $452K | Buy |
7,628
+1,750
| +30% | +$104K | 0.04% | 378 |
|
|
2024
Q2 | $322K | Buy |
5,878
+2,323
| +65% | +$127K | 0.03% | 437 |
|
|
2024
Q1 | $200K | Buy |
3,555
+8
| +0.2% | +$449 | 0.02% | 534 |
|
|
2023
Q4 | $183K | Buy |
3,547
+14
| +0.4% | +$723 | 0.02% | 514 |
|
|
2023
Q3 | $162K | Buy |
3,533
+10
| +0.3% | +$460 | 0.02% | 535 |
|
|
2023
Q2 | $166K | Buy |
3,523
+23
| +0.7% | +$1.08K | 0.02% | 513 |
|
|
2023
Q1 | $155K | Buy |
+3,500
| New | +$155K | 0.03% | 479 |
|