Whipplewood Advisors’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
$258K Sell
4,107
-27,574
-87% -$1.73M 0.14% 142
2025
Q1
$287K Buy
31,681
+26,774
+546% +$243K 0.17% 126
2024
Q4
$290K Buy
+4,907
New +$290K 0.17% 122