Synergy Investment 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 Q2	$595K	Buy	9,485 +228	+2%	+$14.3K	0.36%	36
2025 Q1	$542K	Buy	9,257 +244	+3%	+$14.3K	0.23%	69
2024 Q4	$533K	Buy	+9,013	New	+$533K	0.23%	68