Avantax Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Avantax Advisory Services’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	$34.2M	Sell	545,836 -32,454	-6%	-$1.91M	0.19%	84
2025 Q1	$33.9M	Buy	578,290 +16,508	+3%	+$1M	0.21%	82
2024 Q4	$33.2M	Sell	561,782 -20,520	-4%	-$1.25M	0.21%	73
2024 Q3	$34.5M	Buy	582,302 +14,579	+3%	+$829K	0.23%	68
2024 Q2	$31.1M	Buy	567,723 +90,903	+19%	+$4.97M	0.22%	67
2024 Q1	$26.8M	Buy	476,820 +229,800	+93%	+$12.1M	0.24%	64
2023 Q4	$12.8M	Sell	247,020 -48,775	-16%	-$2.31M	0.13%	129
2023 Q3	$13.6M	Buy	295,795 +14,559	+5%	+$696K	0.15%	107
2023 Q2	$13.2M	Buy	281,236 +1,712	+0.6%	+$77.4K	0.15%	112
2023 Q1	$12.5M	Buy	279,524 +1,974	+0.7%	+$90.7K	0.15%	111
2022 Q4	$12.2M	Buy	277,550 +14,056	+5%	+$615K	0.16%	106
2022 Q3	$10.2M	Sell	263,494 -7,990	-3%	-$344K	0.16%	100
2022 Q2	$11.1M	Buy	271,484 +11,928	+5%	+$541K	0.17%	93
2022 Q1	$12.7M	Buy	259,556 +64,775	+33%	+$3.23M	0.17%	90
2021 Q4	$10.1M	Buy	194,781 +25,429	+15%	+$1.28M	0.15%	109
2021 Q3	$8.04M	Buy	169,352 +54,048	+47%	+$2.62M	0.13%	119
2021 Q2	$5.54M	Buy	115,304 +109,924	+2,043%	+$5.26M	0.1%	159
2021 Q1	$244K	Buy	+5,380	New	+$229K	0.01%	893
2020 Q4	–	Sell	-11,841	Closed	-$388K	–	1266
2020 Q3	$388K	Sell	11,841 -11,364	-49%	-$369K	0.01%	903
2020 Q2	$709K	Sell	23,205 -8,216	-26%	-$239K	0.02%	409
2020 Q1	$807K	Buy	31,421 +25,321	+415%	+$822K	0.02%	339
2019 Q4	$220K	Buy	+6,100	New	+$207K	0.01%	750

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 $71.6B AUM 21.08% 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

Avantax Advisory Services's RDVY Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.6% in Q2 2025, selling an estimated $1.91M and leaving 545,836 shares worth $34.2M. The position accounts for 0.19% of the portfolio, ranked #84.

Avantax Advisory Services first reported a position in RDVY in Q4 2019 and has held it in 22 quarters since. The position peaked at $34.5M in Q3 2024. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Avantax Advisory Services held 545,836 shares of First Trust Rising Dividend Achievers ETF worth $34.2M as of Q2 2025.
Avantax Advisory Services sold 32,454 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $1.91M.
First Trust Rising Dividend Achievers ETF made up 0.19% of Avantax Advisory Services's portfolio in Q2 2025, its #84 holding.
Avantax Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 22 quarters since.
Avantax Advisory Services's First Trust Rising Dividend Achievers ETF position peaked at $34.5M in Q3 2024.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.