WealthPLAN Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$261K	Sell	3,816 -3,538	-48%	-$252K	0.05%	201
2025 Q4	$511K	Buy	7,354 +620	+9%	+$42.1K	0.08%	180
2025 Q3	$453K	Buy	6,734 +38	+0.6%	+$2.46K	0.07%	183
2025 Q2	$420K	Buy	6,696 +2,003	+43%	+$118K	0.07%	182
2025 Q1	$275K	Hold	4,693	–	–	0.04%	222
2024 Q4	$278K	Hold	4,693	–	–	0.04%	218
2024 Q3	$278K	Sell	4,693 -61	-1%	-$3.47K	0.04%	232
2024 Q2	$260K	Buy	4,754 +4	+0.1%	+$219	0.03%	267
2024 Q1	$267K	Buy	4,750 +133	+3%	+$6.98K	0.03%	271
2023 Q4	$239K	Buy	4,617 +10	+0.2%	+$473	0.02%	294
2023 Q3	$212K	Hold	4,607	–	–	0.02%	293
2023 Q2	$217K	Buy	4,607 +345	+8%	+$15.6K	0.03%	283
2023 Q1	$191K	Buy	+4,262	New	+$196K	0.02%	308
2020 Q1	–	Sell	-10,128	Closed	-$372K	–	279
2019 Q4	$372K	Buy	10,128 +112	+1%	+$3.79K	0.04%	180
2019 Q3	$344K	Buy	10,016 +251	+3%	+$7.85K	0.05%	171
2019 Q2	$299K	Buy	9,765 +299	+3%	+$9.13K	0.05%	184
2019 Q1	$285K	Buy	9,466 +658	+7%	+$19.3K	0.04%	208
2018 Q4	$267K	Buy	8,808 +243	+3%	+$7.05K	0.04%	203
2018 Q3	$244K	Buy	8,565 +421	+5%	+$13.1K	0.04%	209
2018 Q2	$244K	Sell	8,144 -44	-0.5%	-$1.33K	0.05%	217
2018 Q1	$243K	Buy	+8,188	New	+$251K	0.05%	234