TruWealth Advisors’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 | $4.74M | Buy |
75,564
+1,263
| +2% | +$79.2K | 0.26% | 62 |
|
|
2025
Q1 | $4.35M | Buy |
74,301
+3,156
| +4% | +$185K | 0.26% | 57 |
|
|
2024
Q4 | $4.21M | Buy |
71,145
+706
| +1% | +$41.8K | 0.25% | 57 |
|
|
2024
Q3 | $4.17M | Sell |
70,439
-143
| -0.2% | -$8.47K | 0.26% | 57 |
|
|
2024
Q2 | $3.86M | Buy |
70,582
+165
| +0.2% | +$9.03K | 0.26% | 56 |
|
|
2024
Q1 | $3.96M | Buy |
70,417
+953
| +1% | +$53.5K | 0.28% | 54 |
|
|
2023
Q4 | $3.59M | Buy |
69,464
+64,293
| +1,243% | +$3.32M | 0.27% | 51 |
|
|
2023
Q3 | $238K | Buy |
5,171
+831
| +19% | +$38.2K | 0.02% | 133 |
|
|
2023
Q2 | $204K | Buy |
+4,340
| New | +$204K | 0.02% | 147 |
|