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Brass Tax Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Brass Tax Wealth Management’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 		$244K Buy
+3,631
New +$236K 0.04% 210
2025
Q2 		– Sell
-4,135
Closed -$242K – 238
2025
Q1 		$242K Buy
+4,135
New +$251K 0.05% 186

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Brass Tax Wealth Management's RDVY Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2025: 3,631 shares worth $244K. The stake represents 0.04% of the portfolio and ranks #210 among its holdings. This is a return to the name: Brass Tax Wealth Management previously reported a position in RDVY as recently as Q1 2025.

Brass Tax Wealth Management first reported a position in RDVY in Q1 2025 and has held it in 2 quarters since. 672 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

  • Brass Tax Wealth Management held 3,631 shares of First Trust Rising Dividend Achievers ETF worth $244K as of Q3 2025.
  • First Trust Rising Dividend Achievers ETF was a new Brass Tax Wealth Management position in Q3 2025.
  • First Trust Rising Dividend Achievers ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #210 holding.
  • Brass Tax Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 2 quarters since.
  • 672 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.