TCFG Wealth 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
$2.63M Sell
41,965
-439
-1% -$27.5K 1.19% 11
2025
Q1
$2.48M Sell
42,404
-235
-0.6% -$13.8K 1.25% 14
2024
Q4
$2.52M Buy
42,639
+128
+0.3% +$7.57K 1.27% 15
2024
Q3
$2.52M Buy
+42,511
New +$2.52M 1.26% 16