XML Financial’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 | $660K | Hold |
10,525
| – | – | 0.06% | 214 |
|
2025
Q1 | $616K | Hold |
10,525
| – | – | 0.06% | 206 |
|
2024
Q4 | $622K | Hold |
10,525
| – | – | 0.06% | 204 |
|
2024
Q3 | $623K | Hold |
10,525
| – | – | 0.06% | 209 |
|
2024
Q2 | $576K | Hold |
10,525
| – | – | 0.06% | 207 |
|
2024
Q1 | $591K | Hold |
10,525
| – | – | 0.06% | 206 |
|
2023
Q4 | $544K | Hold |
10,525
| – | – | 0.06% | 206 |
|
2023
Q3 | $484K | Sell |
10,525
-2,788
| -21% | -$128K | 0.06% | 206 |
|
2023
Q2 | $627K | Hold |
13,313
| – | – | 0.07% | 191 |
|
2023
Q1 | $597K | Hold |
13,313
| – | – | 0.07% | 196 |
|
2022
Q4 | $585K | Hold |
13,313
| – | – | 0.07% | 193 |
|
2022
Q3 | $518K | Hold |
13,313
| – | – | 0.07% | 195 |
|
2022
Q2 | $545K | Buy |
+13,313
| New | +$545K | 0.12% | 131 |
|