Zullo Investment Group’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
2025
Q3
$395K Buy
2025
Q2
$363K Buy
2025
Q1
$336K Buy
2024
Q4
$338K Buy
2024
Q3
$337K Sell
2024
Q2
$507K Hold
2024
Q1
$520K Buy
2023
Q4
$473K Buy
2023
Q3
$405K Buy
2023
Q2
$370K Buy
2023
Q1
$340K Buy
2022
Q4
$326K Buy
2022
Q3
$274K Buy
2022
Q2
$255K Buy
2022
Q1
$253K Buy