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Atomi Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Atomi Financial Group’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 		$278K Buy
4,064
+485
+14% +$34.5K 0.01% 996
2025
Q4 		$249K Buy
3,579
+18
+0.5% +$1.22K 0.01% 1036
2025
Q3 		$240K Buy
3,561
+101
+3% +$6.55K 0.01% 1019
2025
Q2 		$217K Buy
+3,460
New +$203K 0.01% 1003
2025
Q1 		– Sell
-13,027
Closed -$770K – 1104
2024
Q4 		$770K Buy
13,027
+131
+1% +$7.99K 0.04% 331
2024
Q3 		$764K Buy
12,896
+983
+8% +$55.9K 0.05% 307
2024
Q2 		$652K Buy
11,913
+805
+7% +$44K 0.05% 311
2024
Q1 		$624K Buy
+11,108
New +$583K 0.06% 276
2023
Q4 		– Sell
-12,103
Closed -$556K – 619
2023
Q3 		$556K Buy
+12,103
New +$579K 0.19% 136

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
Ameriprise
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
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