XWM
Xcel Wealth Management’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
Q2 | $304K | Hold |
4,845
| – | – | 0.09% | 115 |
|
|
2025
Q1 | $284K | Hold |
4,845
| – | – | 0.09% | 115 |
|
|
2024
Q4 | $287K | Hold |
4,845
| – | – | 0.08% | 115 |
|
|
2024
Q3 | $287K | Hold |
4,845
| – | – | 0.08% | 112 |
|
|
2024
Q2 | $265K | Hold |
4,845
| – | – | 0.08% | 110 |
|
|
2024
Q1 | $272K | Buy |
4,845
+17
| +0.4% | +$955 | 0.09% | 108 |
|
|
2023
Q4 | $249K | Hold |
4,828
| – | – | 0.09% | 101 |
|
|
2023
Q3 | $222K | Hold |
4,828
| – | – | 0.09% | 99 |
|
|
2023
Q2 | $227K | Hold |
4,828
| – | – | 0.07% | 121 |
|
|
2023
Q1 | $217K | Hold |
4,828
| – | – | 0.08% | 120 |
|
|
2022
Q4 | $212K | Buy |
+4,828
| New | +$212K | 0.08% | 119 |
|