Aveo Capital Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Aveo Capital Partners’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	–	Sell	-8,971	Closed	-$522K	–	121
2025 Q1	$522K	Sell	8,971 -7,365	-45%	-$448K	0.09%	108
2024 Q4	$966K	Sell	16,336 -7,813	-32%	-$477K	0.11%	136
2024 Q3	$1.43M	Sell	24,149 -10,778	-31%	-$613K	0.15%	108
2024 Q2	$1.91M	Sell	34,927 -24,231	-41%	-$1.32M	0.22%	93
2024 Q1	$3.21M	Buy	+59,158	New	+$3.1M	0.35%	77

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 $424B AUM 22.94% 1-Year Est. Return

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

Aveo Capital Partners's RDVY Position: Q2 2025 in Review

Aveo Capital Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 8,971 shares — an estimated $522K sold.

Aveo Capital Partners first reported a position in RDVY in Q1 2024 and held it in 5 quarters. The position peaked at $3.21M in Q1 2024. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Aveo Capital Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 8,971 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $522K.
Aveo Capital Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and held it in 5 quarters.
Aveo Capital Partners's First Trust Rising Dividend Achievers ETF position peaked at $3.21M in Q1 2024.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.