Beacon Capital Management LLC (Tennessee)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-94	Closed	-$5.9K	–	803
2025 Q2	$5.9K	Hold	94	–	–	﹤0.01%	724
2025 Q1	$5.5K	Hold	94	–	–	﹤0.01%	748
2024 Q4	$5.56K	Hold	94	–	–	﹤0.01%	707
2024 Q3	$5.57K	Hold	94	–	–	﹤0.01%	787
2024 Q2	$5.15K	Hold	94	–	–	﹤0.01%	698
2024 Q1	$5.28K	Hold	94	–	–	﹤0.01%	687
2023 Q4	$4.32K	Sell	94 -600	-86%	-$28.4K	﹤0.01%	671
2023 Q3	$32.7K	Hold	694	–	–	0.01%	321
2023 Q2	$32.7K	Buy	694 +600	+638%	+$27.1K	0.01%	321
2023 Q1	$4.22K	Hold	94	–	–	﹤0.01%	664
2022 Q4	$4.13K	Hold	94	–	–	﹤0.01%	683
2022 Q3	$4K	Hold	94	–	–	﹤0.01%	639
2022 Q2	$5K	Hold	94	–	–	﹤0.01%	652
2022 Q1	$5K	Buy	+94	New	+$4.69K	﹤0.01%	652

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Beacon Capital Management LLC (Tennessee)'s RDVY Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2025, closing a stake of 94 shares — an estimated $5.9K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in RDVY in Q1 2022 and held it in 14 quarters. The position peaked at $32.7K in Q3 2023. 672 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 94 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $5.9K.
Beacon Capital Management LLC (Tennessee) first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s First Trust Rising Dividend Achievers ETF position peaked at $32.7K in Q3 2023.
672 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.