Triton 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 | $3.78M | Buy |
+59,039
| New | +$3.78M | 1.61% | 12 |
|
|
2022
Q4 | – | Sell |
-5,463
| Closed | -$227K | – | 84 |
|
|
2022
Q3 | $227K | Buy |
5,463
+157
| +3% | +$6.52K | 0.13% | 67 |
|
|
2022
Q2 | $233K | Buy |
5,306
+271
| +5% | +$11.9K | 0.16% | 69 |
|
|
2022
Q1 | $256K | Hold |
5,035
| – | – | 0.13% | 75 |
|
|
2021
Q4 | $256K | Sell |
5,035
-194
| -4% | -$9.86K | 0.13% | 75 |
|
|
2021
Q3 | $261K | Sell |
5,229
-2,075
| -28% | -$104K | 0.12% | 88 |
|
|
2021
Q2 | $359K | Buy |
+7,304
| New | +$359K | 0.21% | 76 |
|