WealthCare Investment 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 | $3.8M | Buy |
59,562
+161
| +0.3% | +$10.3K | 1.37% | 17 |
|
|
2025
Q1 | $3.17M | Sell |
59,401
-259
| -0.4% | -$13.8K | 1.35% | 21 |
|
|
2024
Q4 | $3.52M | Buy |
59,660
+344
| +0.6% | +$20.3K | 1.54% | 18 |
|
|
2024
Q3 | $3.5M | Buy |
59,316
+431
| +0.7% | +$25.5K | 1.54% | 17 |
|
|
2024
Q2 | $3.22M | Sell |
58,885
-1,450
| -2% | -$79.4K | 1.5% | 17 |
|
|
2024
Q1 | $3.39M | Buy |
60,335
+147
| +0.2% | +$8.26K | 1.64% | 16 |
|
|
2023
Q4 | $3.11M | Buy |
60,188
+342
| +0.6% | +$17.7K | 1.7% | 13 |
|
|
2023
Q3 | $2.72M | Buy |
59,846
+1,951
| +3% | +$88.8K | 1.66% | 16 |
|
|
2023
Q2 | $2.72M | Buy |
57,895
+924
| +2% | +$43.4K | 1.63% | 15 |
|
|
2023
Q1 | $2.56M | Sell |
56,971
-355
| -0.6% | -$15.9K | 1.55% | 16 |
|
|
2022
Q4 | $2.52M | Sell |
57,326
-142
| -0.2% | -$6.24K | 1.72% | 15 |
|
|
2022
Q3 | $2.23M | Buy |
57,468
+3,907
| +7% | +$152K | 1.85% | 11 |
|
|
2022
Q2 | $2.19M | Buy |
53,561
+4,735
| +10% | +$194K | 1.88% | 9 |
|
|
2022
Q1 | $2.34M | Buy |
48,826
+26,700
| +121% | +$1.28M | 2.08% | 9 |
|
|
2021
Q4 | $1.15M | Buy |
+22,126
| New | +$1.15M | 1.11% | 25 |
|