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Beaumont Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Beaumont Financial Advisors’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 		$2.58M Sell
37,752
-290
-0.8% -$20.6K 0.18% 85
2025
Q4 		$2.64M Sell
38,042
-44
-0.1% -$2.99K 0.17% 78
2025
Q3 		$2.56M Sell
38,086
-1,244
-3% -$80.7K 0.17% 81
2025
Q2 		$2.47M Sell
39,330
-110
-0.3% -$6.47K 0.18% 79
2025
Q1 		$2.31M Sell
39,440
-7,609
-16% -$463K 0.18% 82
2024
Q4 		$2.78M Sell
47,049
-539
-1% -$32.9K 0.21% 76
2024
Q3 		$2.82M Sell
47,588
-690
-1% -$39.2K 0.22% 68
2024
Q2 		$2.64M Sell
48,278
-616
-1% -$33.7K 0.21% 71
2024
Q1 		$2.75M Sell
48,894
-388
-0.8% -$20.4K 0.23% 65
2023
Q4 		$2.55M Buy
+49,282
New +$2.33M 0.23% 65
2022
Q2 		– Sell
-287,572
Closed -$14.1M – 354
2022
Q1 		$14.1M Buy
287,572
+104,314
+57% +$5.21M 1.07% 25
2021
Q4 		$9.49M Buy
+183,258
New +$9.24M 0.69% 42

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B 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 $570B AUM 27.57% 1-Year Est. Return