CWC
RDVY icon

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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
UBS Group Zurich, Switzerland $666B 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 $570B AUM 27.57% 1-Year Est. Return