Wills Financial Group’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 | $615K | Buy |
9,809
+529
| +6% | +$33.2K | 0.27% | 46 |
|
|
2025
Q1 | $543K | Buy |
9,280
+945
| +11% | +$55.3K | 0.24% | 48 |
|
|
2024
Q4 | $493K | Buy |
8,335
+3,791
| +83% | +$224K | 0.21% | 49 |
|
|
2024
Q3 | $269K | Buy |
4,544
+213
| +5% | +$12.6K | 0.11% | 59 |
|
|
2024
Q2 | $237K | Buy |
4,331
+422
| +11% | +$23.1K | 0.11% | 60 |
|
|
2024
Q1 | $220K | Buy |
+3,909
| New | +$220K | 0.1% | 59 |
|