Synergy Asset Management’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
Q1 | – | Sell |
-2,505
| Closed | -$148K | – | 670 |
|
|
2024
Q4 | $148K | Buy |
+2,505
| New | +$148K | 0.01% | 209 |
|
|
2024
Q2 | – | Sell |
-5,010
| Closed | -$281K | – | 164 |
|
|
2024
Q1 | $281K | Buy |
+5,010
| New | +$281K | 0.05% | 105 |
|
|
2021
Q1 | – | Sell |
-238,216
| Closed | -$9.52M | – | 107 |
|
|
2020
Q4 | $9.52M | Buy |
+238,216
| New | +$9.52M | 2.99% | 9 |
|