Valeo 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
Q2 | $1.1M | Buy |
+17,473
| New | +$1.1M | 0.03% | 278 |
|
|
2021
Q2 | – | Sell |
-990
| Closed | -$45K | – | 1420 |
|
|
2021
Q1 | $45K | Hold |
990
| – | – | ﹤0.01% | 875 |
|
|
2020
Q4 | $40K | Hold |
990
| – | – | ﹤0.01% | 836 |
|
|
2020
Q3 | $32K | Buy |
990
+277
| +39% | +$8.95K | ﹤0.01% | 767 |
|
|
2020
Q2 | $22K | Buy |
+713
| New | +$22K | ﹤0.01% | 975 |
|