World Investment Advisors’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 | $7.26M | Buy |
115,789
+20,298
| +21% | +$1.27M | 0.16% | 144 |
|
|
2025
Q1 | $5.59M | Sell |
95,491
-1,023
| -1% | -$59.9K | 0.15% | 166 |
|
|
2024
Q4 | $5.71M | Sell |
96,514
-7,455
| -7% | -$441K | 0.16% | 150 |
|
|
2024
Q3 | $6.16M | Buy |
103,969
+36,863
| +55% | +$2.18M | 0.19% | 127 |
|
|
2024
Q2 | $3.67M | Buy |
67,106
+23,474
| +54% | +$1.28M | 0.23% | 91 |
|
|
2024
Q1 | $2.45M | Buy |
+43,632
| New | +$2.45M | 0.35% | 72 |
|
|
2022
Q4 | – | Sell |
-14,034
| Closed | -$546K | – | 263 |
|
|
2022
Q3 | $546K | Hold |
14,034
| – | – | 0.13% | 124 |
|
|
2022
Q2 | $621K | Buy |
14,034
+499
| +4% | +$22.1K | 0.13% | 125 |
|
|
2022
Q1 | $663K | Hold |
13,535
| – | – | 0.14% | 120 |
|
|
2021
Q4 | $693K | Buy |
+13,535
| New | +$693K | 0.15% | 114 |
|