WealthBridge Capital Management’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 | $1.78M | Buy |
28,377
+2,147
| +8% | +$135K | 0.45% | 48 |
|
|
2025
Q1 | $1.54M | Buy |
26,230
+18,952
| +260% | +$1.11M | 0.43% | 51 |
|
|
2024
Q4 | $430K | Buy |
7,278
+35
| +0.5% | +$2.07K | 0.12% | 121 |
|
|
2024
Q3 | $429K | Buy |
7,243
+73
| +1% | +$4.32K | 0.12% | 120 |
|
|
2024
Q2 | $393K | Buy |
7,170
+34
| +0.5% | +$1.86K | 0.13% | 111 |
|
|
2024
Q1 | $401K | Buy |
7,136
+3,154
| +79% | +$177K | 0.14% | 111 |
|
|
2023
Q4 | $206K | Buy |
+3,982
| New | +$206K | 0.08% | 169 |
|
|
2022
Q2 | – | Sell |
-4,952
| Closed | -$243K | – | 212 |
|
|
2022
Q1 | $243K | Sell |
4,952
-4,009
| -45% | -$197K | 0.09% | 162 |
|
|
2021
Q4 | $464K | Sell |
8,961
-11,424
| -56% | -$592K | 0.17% | 105 |
|
|
2021
Q3 | $968K | Sell |
20,385
-2,846
| -12% | -$135K | 0.36% | 56 |
|
|
2021
Q2 | $1.12M | Buy |
+23,231
| New | +$1.12M | 0.41% | 53 |
|