TCM
Triumph Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.07M | Buy |
144,621
+6,815
| +5% | +$428K | 2.72% | 5 |
|
|
2025
Q1 | $8.07M | Buy |
137,806
+20,891
| +18% | +$1.22M | 2.69% | 5 |
|
|
2024
Q4 | $6.91M | Buy |
116,915
+8,263
| +8% | +$489K | 2.37% | 7 |
|
|
2024
Q3 | $6.43M | Buy |
108,652
+5,588
| +5% | +$331K | 2.29% | 7 |
|
|
2024
Q2 | $5.64M | Buy |
103,064
+6,655
| +7% | +$364K | 2.2% | 9 |
|
|
2024
Q1 | $5.38M | Buy |
96,409
+3,724
| +4% | +$208K | 2.19% | 9 |
|
|
2023
Q4 | $4.79M | Buy |
92,685
+21,256
| +30% | +$1.1M | 2.03% | 12 |
|
|
2023
Q3 | $3.28M | Buy |
71,429
+813
| +1% | +$37.4K | 1.49% | 13 |
|
|
2023
Q2 | $3.33M | Buy |
+70,616
| New | +$3.33M | 1.51% | 15 |
|
|
2022
Q4 | – | Sell |
-39,996
| Closed | -$1.56M | – | 239 |
|
|
2022
Q3 | $1.56M | Sell |
39,996
-1,841
| -4% | -$71.6K | 0.85% | 28 |
|
|
2022
Q2 | $1.71M | Sell |
41,837
-70,050
| -63% | -$2.87M | 0.9% | 26 |
|
|
2022
Q1 | $5.48M | Buy |
111,887
+56,929
| +104% | +$2.79M | 2.37% | 6 |
|
|
2021
Q4 | $2.85M | Buy |
54,958
+14,243
| +35% | +$738K | 1.23% | 18 |
|
|
2021
Q3 | $1.93M | Buy |
40,715
+1,149
| +3% | +$54.6K | 0.91% | 28 |
|
|
2021
Q2 | $1.9M | Buy |
+39,566
| New | +$1.9M | 1.11% | 19 |
|