US Financial 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
Q1 | $11.5M | Sell |
195,898
-4,288
| -2% | -$251K | 3.39% | 7 |
|
|
2024
Q4 | $11.8M | Buy |
200,186
+3,738
| +2% | +$221K | 3.64% | 7 |
|
|
2024
Q3 | $11.6M | Buy |
196,448
+4,099
| +2% | +$243K | 3.62% | 7 |
|
|
2024
Q2 | $10.5M | Buy |
192,349
+3,102
| +2% | +$170K | 3.53% | 8 |
|
|
2024
Q1 | $10.6M | Buy |
189,247
+5,393
| +3% | +$303K | 3.68% | 9 |
|
|
2023
Q4 | $9.5M | Buy |
183,854
+5,259
| +3% | +$272K | 3.54% | 10 |
|
|
2023
Q3 | $8.21M | Buy |
178,595
+10,872
| +6% | +$500K | 3.41% | 10 |
|
|
2023
Q2 | $7.9M | Buy |
167,723
+7,211
| +4% | +$340K | 3.36% | 10 |
|
|
2023
Q1 | $7.2M | Buy |
160,512
+7,723
| +5% | +$347K | 3.21% | 12 |
|
|
2022
Q4 | $6.71M | Buy |
152,789
+7,083
| +5% | +$311K | 3.37% | 11 |
|
|
2022
Q3 | $5.67M | Buy |
145,706
+14,685
| +11% | +$571K | 3.17% | 13 |
|
|
2022
Q2 | $5.36M | Buy |
131,021
+4,541
| +4% | +$186K | 3.01% | 14 |
|
|
2022
Q1 | $6.2M | Buy |
126,480
+44,874
| +55% | +$2.2M | 2.98% | 13 |
|
|
2021
Q4 | $4.23M | Buy |
81,606
+3,473
| +4% | +$180K | 1.92% | 17 |
|
|
2021
Q3 | $3.71M | Buy |
78,133
+1,939
| +3% | +$92K | 1.84% | 17 |
|
|
2021
Q2 | $3.66M | Buy |
76,194
+2,739
| +4% | +$132K | 1.79% | 17 |
|
|
2021
Q1 | $3.34M | Buy |
+73,455
| New | +$3.34M | 0.93% | 26 |
|