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	$351K	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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Arete Wealth Advisors's RDVY Position: Q1 2025 in Review

Arete Wealth Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2025, closing a stake of 3,809 shares — an estimated $226K sold.

Arete Wealth Advisors first reported a position in RDVY in Q4 2021 and held it in 11 quarters. The position peaked at $414K in Q4 2023. 647 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

Arete Wealth Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
Arete Wealth Advisors sold 3,809 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $226K.
Arete Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 11 quarters.
Arete Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $414K in Q4 2023.
647 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.