Wiser Advisor 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 | – | Sell |
-913
| Closed | -$53.5K | – | 205 |
|
|
2025
Q1 | $53.5K | Buy |
913
+4
| +0.4% | +$234 | 0.08% | 92 |
|
|
2024
Q4 | $53.8K | Buy |
909
+4
| +0.4% | +$237 | 0.08% | 94 |
|
|
2024
Q3 | $53.6K | Buy |
905
+3
| +0.3% | +$178 | 0.08% | 93 |
|
|
2024
Q2 | $49.4K | Buy |
902
+178
| +25% | +$9.74K | 0.08% | 94 |
|
|
2024
Q1 | $40.7K | Buy |
724
+7
| +1% | +$394 | 0.06% | 106 |
|
|
2023
Q4 | $37K | Buy |
+717
| New | +$37K | 0.06% | 111 |
|