AWA
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Arete Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Arete Wealth Advisors’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
2025
Q1 		– Sell
-3,809
Closed -$226K – 795
2024
Q4 		$226K Sell
3,809
-821
-18% -$50.1K 0.02% 659
2024
Q3 		$273K Sell
4,630
-672
-13% -$38.2K 0.02% 548
2024
Q2 		$290K Buy
+5,302
New +$290K 0.02% 536
2024
Q1 		– Sell
-8,008
Closed -$414K – 651
2023
Q4 		$414K Buy
+8,008
New +$379K 0.03% 455
2023
Q3 		– Sell
-7,679
Closed -$362K – 658
2023
Q2 		$362K Sell
7,679
-45
-0.6% -$2.04K 0.03% 440
2023
Q1 		$347K Sell
7,724
-275
-3% -$12.6K 0.03% 436
2022
Q4 		$351M Sell
7,999
-141
-2% -$6.16K 0.03% 417
2022
Q3 		$316K Buy
8,140
+184
+2% +$7.91K 0.03% 393
2022
Q2 		$326K Buy
7,956
+2,037
+34% +$92.4K 0.03% 317
2022
Q1 		$290K Buy
5,919
+1,810
+44% +$90.4K 0.02% 383
2021
Q4 		$215K Buy
+4,109
New +$207K 0.02% 458

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return