World Equity 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 | $2.91M | Buy |
46,420
+3,619
| +8% | +$227K | 0.79% | 26 |
|
2025
Q1 | $2.51M | Buy |
42,801
+3,703
| +9% | +$217K | 0.72% | 29 |
|
2024
Q4 | $2.31M | Sell |
39,098
-5,894
| -13% | -$349K | 0.5% | 46 |
|
2024
Q3 | $2.66M | Buy |
44,992
+6,090
| +16% | +$361K | 0.96% | 21 |
|
2024
Q2 | $2.13M | Buy |
38,902
+8
| +0% | +$438 | 0.64% | 37 |
|
2024
Q1 | $2.18M | Sell |
38,894
-26,584
| -41% | -$1.49M | 0.45% | 54 |
|
2023
Q4 | $3.41M | Buy |
65,478
+1,046
| +2% | +$54.5K | 0.68% | 29 |
|
2023
Q3 | $2.96M | Buy |
+64,432
| New | +$2.96M | 0.61% | 32 |
|
2022
Q2 | – | Sell |
-26,722
| Closed | -$1.31M | – | 391 |
|
2022
Q1 | $1.31M | Buy |
+26,722
| New | +$1.31M | 0.28% | 100 |
|