Zimmermann Investment Management & Planning’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$249K Sell
2022
Q4
$251K Sell
2022
Q3
$794K Sell
2022
Q2
$5.44M Sell
2022
Q1
$9.19M Buy
2021
Q4
$8.38M Buy