Whitaker-Myers Wealth Managers’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 | $1.74M | Buy |
27,801
+1,877
| +7% | +$118K | 0.44% | 25 |
|
|
2025
Q1 | $1.52M | Buy |
25,924
+645
| +3% | +$37.8K | 0.43% | 25 |
|
|
2024
Q4 | $1.49M | Sell |
25,279
-40
| -0.2% | -$2.37K | 0.44% | 29 |
|
|
2024
Q3 | $1.5M | Buy |
25,319
+309
| +1% | +$18.3K | 0.5% | 28 |
|
|
2024
Q2 | $1.37M | Buy |
25,010
+1,847
| +8% | +$101K | 0.51% | 29 |
|
|
2024
Q1 | $1.3M | Sell |
23,163
-680
| -3% | -$38.2K | 0.55% | 32 |
|
|
2023
Q4 | $1.23M | Buy |
23,843
+20
| +0.1% | +$1.03K | 0.61% | 28 |
|
|
2023
Q3 | $1.09M | Buy |
23,823
+607
| +3% | +$27.9K | 0.68% | 30 |
|
|
2023
Q2 | $1.09M | Buy |
23,216
+651
| +3% | +$30.7K | 0.73% | 29 |
|
|
2023
Q1 | $1.01M | Sell |
22,565
-1,004
| -4% | -$45.1K | 0.78% | 30 |
|
|
2022
Q4 | $1.04M | Buy |
+23,569
| New | +$1.04M | 0.99% | 30 |
|