Woodmont Investment Counsel’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
$738K Buy
11,756
+1,339
+13% +$84K 0.05% 170
2025
Q1
$610K Buy
10,417
+1,658
+19% +$97.1K 0.04% 174
2024
Q4
$518K Buy
8,759
+2,397
+38% +$142K 0.04% 184
2024
Q3
$377K Buy
6,362
+2,422
+61% +$143K 0.03% 200
2024
Q2
$216K Buy
+3,940
New +$216K 0.02% 242