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

Clarity Capital 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
2025 Q2	$814K	Sell	12,977 -2,548	-16%	-$150K	0.29%	38
2025 Q1	$909K	Sell	15,525 -210	-1%	-$12.8K	0.37%	43
2024 Q4	$931K	Buy	15,735 +53	+0.3%	+$3.23K	0.48%	44
2024 Q3	$929K	Buy	15,682 +1,198	+8%	+$68.1K	0.55%	47
2024 Q2	$793K	Buy	14,484 +4,372	+43%	+$239K	0.49%	50
2024 Q1	$568K	Hold	10,112	–	–	0.37%	60
2023 Q4	$522K	Buy	+10,112	New	+$478K	0.37%	62

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clarity Capital Partners's RDVY Position: Q2 2025 in Review

Clarity Capital Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 16% in Q2 2025, selling an estimated $150K and leaving 12,977 shares worth $814K. The position accounts for 0.29% of the portfolio, ranked #38.

Clarity Capital Partners first reported a position in RDVY in Q4 2023 and has held it in 7 quarters since. The position peaked at $931K in Q4 2024. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Clarity Capital Partners held 12,977 shares of First Trust Rising Dividend Achievers ETF worth $814K as of Q2 2025.
Clarity Capital Partners sold 2,548 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $150K.
First Trust Rising Dividend Achievers ETF made up 0.29% of Clarity Capital Partners's portfolio in Q2 2025, its #38 holding.
Clarity Capital Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's First Trust Rising Dividend Achievers ETF position peaked at $931K in Q4 2024.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.