Twin Peaks Wealth 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 | $2.18M | Buy |
33,621
+1,820
| +6% | +$118K | 0.71% | 33 |
|
|
2025
Q1 | $1.76M | Sell |
31,801
-3,252
| -9% | -$180K | 0.8% | 31 |
|
|
2024
Q4 | $2.07M | Buy |
35,053
+2,392
| +7% | +$141K | 0.88% | 29 |
|
|
2024
Q3 | $1.93M | Buy |
32,661
+2,208
| +7% | +$131K | 0.89% | 29 |
|
|
2024
Q2 | $1.67M | Sell |
30,453
-44
| -0.1% | -$2.41K | 0.83% | 33 |
|
|
2024
Q1 | $1.71M | Sell |
30,497
-1,730
| -5% | -$97.2K | 0.95% | 26 |
|
|
2023
Q4 | $1.67M | Buy |
+32,227
| New | +$1.67M | 1.06% | 24 |
|