Caldwell Sutter Capital’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Caldwell Sutter Capital’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	–	Sell	-40	Closed	-$2.78K	–	895
2025 Q4	$2.78K	Hold	40	–	–	﹤0.01%	705
2025 Q3	$2.69K	Hold	40	–	–	﹤0.01%	706
2025 Q2	$2.51K	Hold	40	–	–	﹤0.01%	696
2025 Q1	$2.34K	Hold	40	–	–	﹤0.01%	715
2024 Q4	$2.37K	Hold	40	–	–	﹤0.01%	726
2024 Q3	$2.37K	Hold	40	–	–	﹤0.01%	739
2024 Q2	$2.19K	Hold	40	–	–	﹤0.01%	751
2024 Q1	$2.25K	Hold	40	–	–	﹤0.01%	746
2023 Q4	$2.07K	Hold	40	–	–	﹤0.01%	755
2023 Q3	$1.84K	Hold	40	–	–	﹤0.01%	748
2023 Q2	$1.88K	Hold	40	–	–	﹤0.01%	749
2023 Q1	$1.79K	Buy	+40	New	+$1.84K	﹤0.01%	501

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Caldwell Sutter Capital's RDVY Position: Q1 2026 in Review

Caldwell Sutter Capital sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 40 shares — an estimated $2.78K sold.

Caldwell Sutter Capital first reported a position in RDVY in Q1 2023 and held it in 12 quarters. The position peaked at $2.78K in Q4 2025. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Caldwell Sutter Capital reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Caldwell Sutter Capital sold 40 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $2.78K.
Caldwell Sutter Capital first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and held it in 12 quarters.
Caldwell Sutter Capital's First Trust Rising Dividend Achievers ETF position peaked at $2.78K in Q4 2025.
766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.