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 $376B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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 Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return