WGCA
Wolf Group Capital Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.33M | Buy |
91,026
+11,367
| +14% | +$665K | 1.79% | 13 |
|
|
2024
Q4 | $3.75M | Hold |
79,659
| – | – | 1.82% | 14 |
|
|
2024
Q3 | $3.75M | Sell |
79,659
-6,421
| -7% | -$302K | 1.78% | 15 |
|
|
2024
Q2 | $4.71M | Buy |
86,080
+6,421
| +8% | +$352K | 1.86% | 12 |
|
|
2024
Q1 | $3.75M | Hold |
79,659
| – | – | 1.78% | 15 |
|
|
2023
Q4 | $3.75M | Sell |
79,659
-2,134
| -3% | -$101K | 1.78% | 15 |
|
|
2023
Q3 | $3.76M | Buy |
81,793
+2,567
| +3% | +$118K | 1.78% | 16 |
|
|
2023
Q2 | $3.54M | Buy |
79,226
+4,600
| +6% | +$205K | 1.76% | 15 |
|
|
2023
Q1 | $3.35M | Sell |
74,626
-6,033
| -7% | -$271K | 1.66% | 17 |
|
|
2022
Q4 | $3.54M | Buy |
80,659
+11,292
| +16% | +$496K | 1.67% | 18 |
|
|
2022
Q3 | $2.7M | Buy |
69,367
+7,862
| +13% | +$306K | 1.48% | 21 |
|
|
2022
Q2 | $2.52M | Sell |
61,505
-20,727
| -25% | -$848K | 1.31% | 25 |
|
|
2022
Q1 | $4.03M | Sell |
82,232
-128,842
| -61% | -$6.31M | 2.06% | 11 |
|
|
2021
Q4 | $10.9M | Buy |
+211,074
| New | +$10.9M | 1.79% | 13 |
|