Total Clarity 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 | $6.46M | Buy |
102,900
+5,787
| +6% | +$363K | 1.85% | 6 |
|
|
2025
Q1 | $5.74M | Sell |
97,113
-542
| -0.6% | -$32.1K | 1.87% | 7 |
|
|
2024
Q4 | $5.78M | Buy |
97,655
+41,620
| +74% | +$2.46M | 1.88% | 7 |
|
|
2024
Q3 | $3.32M | Buy |
56,035
+6,194
| +12% | +$367K | 1.07% | 19 |
|
|
2024
Q2 | $2.73M | Buy |
49,841
+11,175
| +29% | +$612K | 0.95% | 27 |
|
|
2024
Q1 | $2.17M | Buy |
38,666
+19,822
| +105% | +$1.11M | 0.76% | 35 |
|
|
2023
Q4 | $974K | Buy |
18,844
+5,641
| +43% | +$291K | 0.4% | 79 |
|
|
2023
Q3 | $607K | Sell |
13,203
-14,341
| -52% | -$659K | 0.29% | 96 |
|
|
2023
Q2 | $1.3M | Sell |
27,544
-2,916
| -10% | -$137K | 0.64% | 43 |
|
|
2023
Q1 | $1.37M | Buy |
30,460
+14,634
| +92% | +$657K | 0.74% | 34 |
|
|
2022
Q4 | $695K | Sell |
15,826
-48,859
| -76% | -$2.15M | 0.35% | 72 |
|
|
2022
Q3 | $2.52M | Sell |
64,685
-2,228
| -3% | -$86.6K | 1.57% | 12 |
|
|
2022
Q2 | $2.74M | Sell |
66,913
-22,759
| -25% | -$931K | 1.42% | 12 |
|
|
2022
Q1 | $4.39M | Sell |
89,672
-45,096
| -33% | -$2.21M | 2.41% | 4 |
|
|
2021
Q4 | $6.98M | Buy |
134,768
+57,511
| +74% | +$2.98M | 3.17% | 1 |
|
|
2021
Q3 | $3.67M | Buy |
77,257
+2,447
| +3% | +$116K | 1.74% | 5 |
|
|
2021
Q2 | $3.59M | Buy |
74,810
+42,461
| +131% | +$2.04M | 2.01% | 4 |
|
|
2021
Q1 | $1.47M | Buy |
32,349
+22,798
| +239% | +$1.04M | 0.85% | 27 |
|
|
2020
Q4 | $381K | Buy |
+9,551
| New | +$381K | 0.26% | 98 |
|