TruWealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $5.23M | Sell |
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|
2025
Q3 | $5.1M | Buy |
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|
2025
Q2 | $4.74M | Buy |
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|
2025
Q1 | $4.35M | Buy |
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|
2024
Q4 | $4.21M | Buy |
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|
2024
Q3 | $4.17M | Sell |
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|
2024
Q2 | $3.86M | Buy |
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|
2024
Q1 | $3.96M | Buy |
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|
2023
Q4 | $3.59M | Buy |
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|
2023
Q3 | $238K | Buy |
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|
2023
Q2 | $204K | Buy |
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