Wealthcare Advisory Partners’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 | $7.52M | Buy |
119,823
+7,560
| +7% | +$474K | 0.17% | 117 |
|
|
2025
Q1 | $6.57M | Buy |
112,263
+24,856
| +28% | +$1.46M | 0.18% | 109 |
|
|
2024
Q4 | $5.17M | Buy |
87,407
+15,580
| +22% | +$921K | 0.14% | 134 |
|
|
2024
Q3 | $4.25M | Buy |
71,827
+27,381
| +62% | +$1.62M | 0.12% | 149 |
|
|
2024
Q2 | $2.43M | Buy |
44,446
+6,679
| +18% | +$366K | 0.08% | 212 |
|
|
2024
Q1 | $2.12M | Sell |
37,767
-2,754
| -7% | -$155K | 0.07% | 220 |
|
|
2023
Q4 | $2.09M | Sell |
40,521
-5,799
| -13% | -$300K | 0.08% | 193 |
|
|
2023
Q3 | $2.13M | Buy |
46,320
+3,718
| +9% | +$171K | 0.1% | 165 |
|
|
2023
Q2 | $2.01M | Sell |
42,602
-240
| -0.6% | -$11.3K | 0.09% | 176 |
|
|
2023
Q1 | $1.92M | Buy |
42,842
+1,817
| +4% | +$81.5K | 0.08% | 183 |
|
|
2022
Q4 | $1.8M | Buy |
41,025
+3,150
| +8% | +$138K | 0.09% | 177 |
|
|
2022
Q3 | $1.47M | Sell |
37,875
-2,446
| -6% | -$95.1K | 0.08% | 176 |
|
|
2022
Q2 | $1.65M | Buy |
40,321
+1,170
| +3% | +$47.9K | 0.1% | 135 |
|
|
2022
Q1 | $1.92M | Buy |
39,151
+8,455
| +28% | +$414K | 0.12% | 104 |
|
|
2021
Q4 | $1.59M | Buy |
30,696
+10,712
| +54% | +$555K | 0.1% | 129 |
|
|
2021
Q3 | $949K | Buy |
19,984
+8,465
| +73% | +$402K | 0.06% | 198 |
|
|
2021
Q2 | $553K | Buy |
11,519
+2,945
| +34% | +$141K | 0.04% | 301 |
|
|
2021
Q1 | $390K | Buy |
+8,574
| New | +$390K | 0.03% | 337 |
|
|
2020
Q2 | – | Sell |
-2,570
| Closed | -$66K | – | 1113 |
|
|
2020
Q1 | $66K | Buy |
2,570
+243
| +10% | +$6.24K | 0.01% | 457 |
|
|
2019
Q4 | $83K | Buy |
2,327
+1
| +0% | +$36 | 0.01% | 439 |
|
|
2019
Q3 | $74K | Buy |
2,326
+1,501
| +182% | +$47.8K | 0.01% | 457 |
|
|
2019
Q2 | $26K | Hold |
825
| – | – | ﹤0.01% | 668 |
|
|
2019
Q1 | $25K | Buy |
+825
| New | +$25K | ﹤0.01% | 606 |
|