Consolidated Planning Corp’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Consolidated Planning Corp’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 Q1	–	Sell	-4,918	Closed	-$342K	–	201
2025 Q4	$342K	Hold	4,918	–	–	0.03%	167
2025 Q3	$331K	Sell	4,918 -2,071	-30%	-$134K	0.03%	158
2025 Q2	$438K	Buy	6,989 +2,373	+51%	+$140K	0.06%	142
2025 Q1	$270K	Hold	4,616	–	–	0.04%	162
2024 Q4	$273K	Sell	4,616 -70	-1%	-$4.27K	0.04%	175
2024 Q3	$277K	Sell	4,686 -24,519	-84%	-$1.39M	0.04%	167
2024 Q2	$1.6M	Buy	29,205 +24,805	+564%	+$1.36M	0.26%	80
2024 Q1	$247K	Sell	4,400 -30	-0.7%	-$1.57K	0.04%	159
2023 Q4	$229K	Sell	4,430 -65,432	-94%	-$3.09M	0.04%	152
2023 Q3	$3.21M	Sell	69,862 -68,590	-50%	-$3.28M	0.71%	47
2023 Q2	$6.52M	Buy	138,452 +78,939	+133%	+$3.57M	1.37%	18
2023 Q1	$2.67M	Buy	59,513 +15,945	+37%	+$732K	0.69%	53
2022 Q4	$1.91M	Sell	43,568 -13	-0%	-$568	0.53%	49
2022 Q3	$1.69M	Buy	43,581 +337	+0.8%	+$14.5K	0.53%	50
2022 Q2	$1.77M	Buy	+43,244	New	+$1.96M	0.55%	50

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

Consolidated Planning Corp's RDVY Position: Q1 2026 in Review

Consolidated Planning Corp sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 4,918 shares — an estimated $342K sold.

Consolidated Planning Corp first reported a position in RDVY in Q2 2022 and held it in 15 quarters. The position peaked at $6.52M in Q2 2023. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Consolidated Planning Corp reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Consolidated Planning Corp sold 4,918 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $342K.
Consolidated Planning Corp first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and held it in 15 quarters.
Consolidated Planning Corp's First Trust Rising Dividend Achievers ETF position peaked at $6.52M in Q2 2023.
766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.