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BlueChip Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

BlueChip Wealth 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 		$5.12M Sell
74,979
-3,639
-5% -$259K 2.25% 14
2025
Q4 		$5.46M Sell
78,618
-1,245
-2% -$84.6K 2.3% 14
2025
Q3 		$5.37M Sell
79,863
-6,202
-7% -$402K 2.29% 14
2025
Q2 		$5.4M Sell
86,065
-871
-1% -$51.2K 2.4% 11
2025
Q1 		$5.09M Buy
86,936
+6,465
+8% +$393K 2.5% 11
2024
Q4 		$4.76M Buy
80,471
+1,140
+1% +$69.6K 2.64% 11
2024
Q3 		$4.7M Sell
79,331
-1,956
-2% -$111K 2.46% 12
2024
Q2 		$4.45M Buy
81,287
+5,665
+7% +$310K 2.62% 10
2024
Q1 		$4.25M Buy
75,622
+3,026
+4% +$159K 2.74% 10
2023
Q4 		$3.75M Buy
+72,596
New +$3.43M 2.63% 11

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