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

Castleview Partners’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 Q3	$549K	Sell	7,014 -391	-5%	-$31.6K	0.24%	101
2026 Q2	$600K	Buy	7,405 +507	+7%	+$38.1K	0.26%	88
2026 Q1	$471K	Buy	6,898 +189	+3%	+$13.5K	0.24%	97
2025 Q4	$466K	Buy	6,709 +307	+5%	+$20.9K	0.23%	100
2025 Q3	$431K	Sell	6,402 -1,499	-19%	-$97.2K	0.23%	90
2025 Q2	$496K	Buy	7,901 +114	+1%	+$6.7K	0.32%	76
2025 Q1	$456K	Sell	7,787 -43	-0.5%	-$2.61K	0.31%	83
2024 Q4	$462K	Sell	7,830 -1,322	-14%	-$80.7K	0.25%	98
2024 Q3	$542K	Buy	9,152 +507	+6%	+$28.8K	0.31%	75
2024 Q2	$473K	Buy	8,645 +598	+7%	+$32.7K	0.27%	89
2024 Q1	$452K	Buy	8,047 +294	+4%	+$15.4K	0.25%	90
2023 Q4	$401K	Buy	7,753 +50	+0.6%	+$2.36K	0.28%	79
2023 Q3	$354K	Buy	7,703 +481	+7%	+$23K	0.33%	68
2023 Q2	$340K	Sell	7,222 -17	-0.2%	-$769	0.31%	73
2023 Q1	$325K	Buy	7,239 +291	+4%	+$13.4K	0.29%	85
2022 Q4	$305K	Buy	6,948 +737	+12%	+$32.2K	0.3%	80
2022 Q3	$241K	Sell	6,211 -2,476	-29%	-$106K	0.23%	94
2022 Q2	$232K	Buy	8,687 +2,824	+48%	+$128K	0.18%	121
2022 Q1	$287K	Buy	+5,863	New	+$293K	0.18%	120

Other funds holding RDVY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Castleview Partners's RDVY Position: Q3 2026 in Review

Castleview Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.3% in Q3 2026, selling an estimated $31.6K and leaving 7,014 shares worth $549K. The position accounts for 0.24% of the portfolio, ranked #101.

Castleview Partners first reported a position in RDVY in Q1 2022 and has held it in 19 quarters since. The position peaked at $600K in Q2 2026. 765 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Castleview Partners held 7,014 shares of First Trust Rising Dividend Achievers ETF worth $549K as of Q3 2026.
Castleview Partners sold 391 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $31.6K.
First Trust Rising Dividend Achievers ETF made up 0.24% of Castleview Partners's portfolio in Q3 2026, its #101 holding.
Castleview Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 19 quarters since.
Castleview Partners's First Trust Rising Dividend Achievers ETF position peaked at $600K in Q2 2026.
765 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.