Atria Wealth Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Atria Wealth Solutions’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 Q2	$27.2M	Sell	432,090 -139,980	-24%	-$8.23M	0.61%	22
2025 Q1	$33.5M	Sell	572,070 -151,713	-21%	-$9.22M	0.4%	42
2024 Q4	$42.8M	Buy	723,783 +106,563	+17%	+$6.5M	0.47%	33
2024 Q3	$36.5M	Sell	617,220 -1,676	-0.3%	-$95.3K	0.4%	46
2024 Q2	$33.9M	Sell	618,896 -6,187	-1%	-$338K	0.37%	48
2024 Q1	$35.1M	Buy	625,083 +130,510	+26%	+$6.85M	0.4%	41
2023 Q4	$25.6M	Buy	494,573 +60,369	+14%	+$2.85M	0.32%	60
2023 Q3	$20M	Sell	434,204 -9,609	-2%	-$459K	0.28%	79
2023 Q2	$20.9M	Sell	443,813 -27,509	-6%	-$1.24M	0.29%	75
2023 Q1	$21.1M	Sell	471,322 -49,774	-10%	-$2.29M	0.31%	72
2022 Q4	$22.9M	Sell	521,096 -196,736	-27%	-$8.6M	0.37%	58
2022 Q3	$27.9M	Sell	717,832 -74,776	-9%	-$3.22M	0.48%	33
2022 Q2	$32.4M	Buy	792,608 +64,448	+9%	+$2.92M	0.61%	24
2022 Q1	$35.7M	Buy	+728,160	New	+$36.4M	0.59%	24

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Wealth Solutions's RDVY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 24% in Q2 2025, selling an estimated $8.23M and leaving 432,090 shares worth $27.2M. The position accounts for 0.61% of the portfolio, ranked #22.

Atria Wealth Solutions first reported a position in RDVY in Q1 2022 and has held it in 14 quarters since. The position peaked at $42.8M in Q4 2024. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Atria Wealth Solutions held 432,090 shares of First Trust Rising Dividend Achievers ETF worth $27.2M as of Q2 2025.
Atria Wealth Solutions sold 139,980 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $8.23M.
First Trust Rising Dividend Achievers ETF made up 0.61% of Atria Wealth Solutions's portfolio in Q2 2025, its #22 holding.
Atria Wealth Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's First Trust Rising Dividend Achievers ETF position peaked at $42.8M in Q4 2024.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.