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
Q3
$5.1M Buy
2025
Q2
$4.74M Buy
2025
Q1
$4.35M Buy
2024
Q4
$4.21M Buy
2024
Q3
$4.17M Sell
2024
Q2
$3.86M Buy
2024
Q1
$3.96M Buy
2023
Q4
$3.59M Buy
2023
Q3
$238K Buy
2023
Q2
$204K Buy