Wealth Effects’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 | $2.16M | Sell |
34,487
-45
| -0.1% | -$2.82K | 0.81% | 25 |
|
|
2025
Q1 | $2.02M | Sell |
34,532
-298
| -0.9% | -$17.4K | 0.85% | 24 |
|
|
2024
Q4 | $2.06M | Buy |
34,830
+200
| +0.6% | +$11.8K | 0.73% | 27 |
|
|
2024
Q3 | $2.05M | Sell |
34,630
-94
| -0.3% | -$5.57K | 0.72% | 29 |
|
|
2024
Q2 | $1.9M | Sell |
34,724
-91
| -0.3% | -$4.98K | 0.69% | 28 |
|
|
2024
Q1 | $1.96M | Buy |
34,815
+308
| +0.9% | +$17.3K | 0.72% | 25 |
|
|
2023
Q4 | $1.78M | Buy |
34,507
+765
| +2% | +$39.5K | 0.67% | 25 |
|
|
2023
Q3 | $1.55M | Buy |
33,742
+10
| +0% | +$459 | 0.77% | 25 |
|
|
2023
Q2 | $1.59M | Buy |
33,732
+335
| +1% | +$15.8K | 0.7% | 28 |
|
|
2023
Q1 | $1.5M | Sell |
33,397
-397
| -1% | -$17.8K | 0.77% | 28 |
|
|
2022
Q4 | $1.48M | Buy |
33,794
+13
| +0% | +$571 | 0.85% | 29 |
|
|
2022
Q3 | $1.31M | Buy |
33,781
+359
| +1% | +$14K | 0.8% | 26 |
|
|
2022
Q2 | $1.37M | Buy |
33,422
+1,258
| +4% | +$51.5K | 0.82% | 31 |
|
|
2022
Q1 | $1.58M | Sell |
32,164
-95
| -0.3% | -$4.66K | 0.74% | 32 |
|
|
2021
Q4 | $1.67M | Buy |
+32,259
| New | +$1.67M | 0.69% | 30 |
|