Brown, Lisle/Cummings’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Brown, Lisle/Cummings’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 Q4	–	Sell	-122	Closed	-$8.21K	–	763
2025 Q3	$8.21K	Hold	122	–	–	﹤0.01%	524
2025 Q2	$7.65K	Hold	122	–	–	﹤0.01%	528
2025 Q1	$7.14K	Hold	122	–	–	﹤0.01%	523
2024 Q4	$7.21K	Hold	122	–	–	﹤0.01%	514
2024 Q3	$7.22K	Hold	122	–	–	﹤0.01%	487
2024 Q2	$6.68K	Hold	122	–	–	﹤0.01%	486
2024 Q1	$6.85K	Hold	122	–	–	﹤0.01%	468
2023 Q4	$6.3K	Hold	122	–	–	﹤0.01%	478
2023 Q3	$5.61K	Hold	122	–	–	﹤0.01%	459
2023 Q2	$5.75K	Buy	+122	New	+$5.52K	﹤0.01%	467

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 $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Brown, Lisle/Cummings's RDVY Position: Q4 2025 in Review

Brown, Lisle/Cummings sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2025, closing a stake of 122 shares — an estimated $8.21K sold.

Brown, Lisle/Cummings first reported a position in RDVY in Q2 2023 and held it in 10 quarters. The position peaked at $8.21K in Q3 2025. 752 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

Brown, Lisle/Cummings reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
Brown, Lisle/Cummings sold 122 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $8.21K.
Brown, Lisle/Cummings first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and held it in 10 quarters.
Brown, Lisle/Cummings's First Trust Rising Dividend Achievers ETF position peaked at $8.21K in Q3 2025.
752 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on Brown, Lisle/Cummings's 13F filing for Q4 2025, filed 23 Jan 2026.