Carolinas Wealth Consulting’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-314	Closed	-$18.4K	–	734
2025 Q1	$18.4K	Buy	314 +1	+0.3%	+$61	﹤0.01%	467
2024 Q4	$18.5K	Buy	313 +2	+0.6%	+$122	﹤0.01%	477
2024 Q3	$18.4K	Buy	311 +2	+0.6%	+$114	﹤0.01%	485
2024 Q2	$17K	Buy	309 +1	+0.3%	+$55	﹤0.01%	494
2024 Q1	$17.3K	Buy	308 +1	+0.3%	+$52	﹤0.01%	492
2023 Q4	$15.9K	Buy	+307	New	+$14.5K	﹤0.01%	483
2020 Q3	–	Sell	-12,719	Closed	-$392K	–	991
2020 Q2	$392K	Buy	12,719 +1,110	+10%	+$32.3K	0.15%	65
2020 Q1	$298K	Buy	+11,609	New	+$377K	0.16%	70

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

Carolinas Wealth Consulting's RDVY Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 314 shares — an estimated $18.4K sold.

Carolinas Wealth Consulting first reported a position in RDVY in Q1 2020 and held it in 8 quarters. The position peaked at $392K in Q2 2020. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Carolinas Wealth Consulting reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 314 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $18.4K.
Carolinas Wealth Consulting first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and held it in 8 quarters.
Carolinas Wealth Consulting's First Trust Rising Dividend Achievers ETF position peaked at $392K in Q2 2020.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.