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Clarus Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Clarus Wealth Advisors’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
Q1 		– Sell
-11,888
Closed -$711K – 133
2024
Q4 		$711K Sell
11,888
-386
-3% -$23.6K 0.35% 68
2024
Q3 		$725K Sell
12,274
-226
-2% -$12.9K 0.37% 58
2024
Q2 		$690K Sell
12,500
-1,307
-9% -$71.5K 0.37% 54
2024
Q1 		$752K Sell
13,807
-1,063
-7% -$55.8K 0.43% 51
2023
Q4 		$744K Buy
+14,870
New +$703K 0.44% 50
2023
Q2 		$718K Sell
15,352
-399
-3% -$18K 0.44% 47
2023
Q1 		$698K Buy
15,751
+552
+4% +$25.4K 0.44% 48
2022
Q4 		$695K Buy
15,199
+1,394
+10% +$60.9K 0.46% 44
2022
Q3 		$550K Buy
13,805
+333
+2% +$14.3K 0.39% 49
2022
Q2 		$558K Sell
13,472
-2,485
-16% -$113K 0.39% 47
2022
Q1 		$759K Buy
15,957
+854
+6% +$42.6K 0.47% 41
2021
Q4 		$794K Buy
+15,103
New +$762K 0.46% 39
2019
Q2 		– Sell
-400
Closed -$12K – 684
2019
Q1 		$12K Hold
400
– – 0.01% 499
2018
Q4 		$11K Buy
400
+50
+14% +$1.45K 0.02% 500
2018
Q3 		$11K Sell
350
-250
-42% -$7.75K 0.01% 528
2018
Q2 		$18K Buy
+600
New +$18.1K 0.01% 439

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarus Wealth Advisors's RDVY Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2025, closing a stake of 11,888 shares — an estimated $711K sold.

Clarus Wealth Advisors first reported a position in RDVY in Q2 2018 and held it in 16 quarters. The position peaked at $794K in Q4 2021. 646 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 11,888 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $711K.
  • Clarus Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2018 and held it in 16 quarters.
  • Clarus Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $794K in Q4 2021.
  • 646 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.