Anfield Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Anfield Capital Management’s Portfolio RDVY Stock Details RDVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.6K	Hold	375	–	–	0.01%	320
2025 Q4	$26.1K	Hold	375	–	–	0.01%	238
2025 Q3	$25.2K	Hold	375	–	–	0.01%	239
2025 Q2	$23.5K	Buy	+375	New	+$22.1K	0.01%	220
2023 Q1	–	Sell	-5,000	Closed	-$233K	–	88
2022 Q4	$233K	Buy	+5,000	New	+$219K	0.11%	63
2022 Q3	–	Sell	-5,000	Closed	-$205K	–	92
2022 Q2	$205K	Hold	5,000	–	–	0.09%	72
2022 Q1	$245K	Hold	5,000	–	–	0.09%	76
2021 Q4	$259K	Buy	+5,000	New	+$252K	0.09%	71

Other funds holding RDVY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return