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

Caldwell Trust’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
2022
Q2 		– Sell
-1,419
Closed -$69.5K – 756
2022
Q1 		$69.5K Buy
+1,419
New +$70.9K 0.01% 413

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Caldwell Trust's RDVY Position: Q2 2022 in Review

Caldwell Trust sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2022, closing a stake of 1,419 shares — an estimated $69.5K sold.

Caldwell Trust first reported a position in RDVY in Q1 2022 and held it in 1 quarter. The position peaked at $69.5K in Q1 2022. 408 funds tracked by Wall St. Rank hold RDVY as of Q2 2022.

  • Caldwell Trust reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2022 after selling out during the quarter.
  • Caldwell Trust sold 1,419 First Trust Rising Dividend Achievers ETF shares in Q2 2022, an estimated $69.5K.
  • Caldwell Trust first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 1 quarter.
  • Caldwell Trust's First Trust Rising Dividend Achievers ETF position peaked at $69.5K in Q1 2022.
  • 408 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2022.

Based on Caldwell Trust's 13F filing for Q2 2022, filed 2 Oct 2025.