Weitzel Financial 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 | $8.98M | Buy |
140,311
+5,169
| +4% | +$331K | 3.8% | 10 |
|
|
2025
Q1 | $7.55M | Sell |
135,142
-12,882
| -9% | -$720K | 3.6% | 10 |
|
|
2024
Q4 | $8.84M | Sell |
148,024
-399
| -0.3% | -$23.8K | 4.17% | 9 |
|
|
2024
Q3 | $8.7M | Sell |
148,423
-423
| -0.3% | -$24.8K | 4.09% | 9 |
|
|
2024
Q2 | $8.13M | Buy |
148,846
+284
| +0.2% | +$15.5K | 4.06% | 9 |
|
|
2024
Q1 | $8.31M | Buy |
148,562
+4,139
| +3% | +$231K | 4.2% | 9 |
|
|
2023
Q4 | $7.49M | Buy |
144,423
+3,983
| +3% | +$207K | 4.02% | 9 |
|
|
2023
Q3 | $6.29M | Buy |
140,440
+9,466
| +7% | +$424K | 3.68% | 10 |
|
|
2023
Q2 | $6.17M | Buy |
130,974
+4,917
| +4% | +$232K | 3.5% | 9 |
|
|
2023
Q1 | $5.71M | Sell |
126,057
-1,816
| -1% | -$82.3K | 3.43% | 9 |
|
|
2022
Q4 | $5.62M | Sell |
127,873
-6,277
| -5% | -$276K | 3.59% | 10 |
|
|
2022
Q3 | $5.22M | Buy |
134,150
+5,268
| +4% | +$205K | 3.66% | 9 |
|
|
2022
Q2 | $5.27M | Buy |
128,882
+40,082
| +45% | +$1.64M | 3.56% | 8 |
|
|
2022
Q1 | $4.35M | Buy |
+88,800
| New | +$4.35M | 2.78% | 9 |
|