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

Bullock 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	–	Sell	-59	Closed	-$3.74K	–	654
2025 Q2	$3.74K	Hold	59	–	–	﹤0.01%	473
2025 Q1	$3.47K	Hold	59	–	–	﹤0.01%	467
2024 Q4	$3.49K	Hold	59	–	–	﹤0.01%	471
2024 Q3	$3.47K	Hold	59	–	–	﹤0.01%	454
2024 Q2	$3.22K	Hold	59	–	–	﹤0.01%	437
2024 Q1	$3.29K	Buy	+59	New	+$3.1K	﹤0.01%	448

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bullock Wealth Management's RDVY Position: Q3 2025 in Review

Bullock Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2025, closing a stake of 59 shares — an estimated $3.74K sold.

Bullock Wealth Management first reported a position in RDVY in Q1 2024 and held it in 6 quarters. The position peaked at $3.74K in Q2 2025. 672 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

Bullock Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
Bullock Wealth Management sold 59 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $3.74K.
Bullock Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and held it in 6 quarters.
Bullock Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $3.74K in Q2 2025.
672 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.