Wealth Enhancement Advisory Services’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 | $15.5M | Sell |
242,829
-12,147
| -5% | -$775K | 0.03% | 496 |
|
|
2025
Q1 | $14.9M | Sell |
254,976
-7,431
| -3% | -$435K | 0.03% | 479 |
|
|
2024
Q4 | $15.5M | Buy |
262,407
+113,181
| +76% | +$6.69M | 0.03% | 433 |
|
|
2024
Q3 | $8.84M | Sell |
149,226
-3,527
| -2% | -$209K | 0.02% | 546 |
|
|
2024
Q2 | $8.36M | Sell |
152,753
-39,478
| -21% | -$2.16M | 0.02% | 537 |
|
|
2024
Q1 | $10.8M | Sell |
192,231
-12,196
| -6% | -$685K | 0.03% | 454 |
|
|
2023
Q4 | $10.6M | Sell |
204,427
-319
| -0.2% | -$16.5K | 0.03% | 418 |
|
|
2023
Q3 | $9.41M | Buy |
+204,746
| New | +$9.41M | 0.03% | 425 |
|