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