United Advisor Group’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 | $9.27M | Sell |
147,738
-1,813
| -1% | -$114K | 1.6% | 9 |
|
|
2025
Q1 | $8.75M | Buy |
149,551
+10,243
| +7% | +$600K | 1.8% | 8 |
|
|
2024
Q4 | $8.24M | Buy |
139,308
+5,228
| +4% | +$309K | 1.63% | 8 |
|
|
2024
Q3 | $7.94M | Buy |
134,080
+10,231
| +8% | +$606K | 1.79% | 8 |
|
|
2024
Q2 | $6.78M | Buy |
123,849
+12,567
| +11% | +$688K | 2.11% | 8 |
|
|
2024
Q1 | $6.25M | Buy |
+111,282
| New | +$6.25M | 2.35% | 8 |
|