Zullo Investment Group’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 | $363K | Buy |
5,785
+39
| +0.7% | +$2.45K | 0.15% | 105 |
|
|
2025
Q1 | $336K | Buy |
5,746
+34
| +0.6% | +$1.99K | 0.14% | 109 |
|
|
2024
Q4 | $338K | Buy |
5,712
+28
| +0.5% | +$1.66K | 0.14% | 109 |
|
|
2024
Q3 | $337K | Sell |
5,684
-3,574
| -39% | -$212K | 0.14% | 110 |
|
|
2024
Q2 | $507K | Hold |
9,258
| – | – | 0.22% | 83 |
|
|
2024
Q1 | $520K | Buy |
9,258
+108
| +1% | +$6.07K | 0.24% | 83 |
|
|
2023
Q4 | $473K | Buy |
9,150
+345
| +4% | +$17.8K | 0.24% | 85 |
|
|
2023
Q3 | $405K | Buy |
8,805
+955
| +12% | +$43.9K | 0.24% | 87 |
|
|
2023
Q2 | $370K | Buy |
7,850
+263
| +3% | +$12.4K | 0.21% | 93 |
|
|
2023
Q1 | $340K | Buy |
7,587
+170
| +2% | +$7.63K | 0.21% | 97 |
|
|
2022
Q4 | $326K | Buy |
7,417
+375
| +5% | +$16.5K | 0.2% | 94 |
|
|
2022
Q3 | $274K | Buy |
7,042
+800
| +13% | +$31.1K | 0.18% | 103 |
|
|
2022
Q2 | $255K | Buy |
6,242
+1,075
| +21% | +$43.9K | 0.16% | 111 |
|
|
2022
Q1 | $253K | Buy |
+5,167
| New | +$253K | 0.13% | 131 |
|