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Coppell Advisory Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Coppell Advisory Solutions’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
-120,456
Closed -$8.45M – 274
2025
Q4 		$8.45M Sell
120,456
-47
-0% -$3.19K 0.83% 27
2025
Q3 		$8.11M Buy
120,503
+14,426
+14% +$936K 0.86% 25
2025
Q2 		$6.62M Buy
106,077
+64,785
+157% +$3.81M 0.79% 29
2025
Q1 		$2.36M Buy
41,292
+16,646
+68% +$1.01M 0.33% 63
2024
Q4 		$1.45M Buy
24,646
+905
+4% +$55.2K 0.2% 104
2024
Q3 		$1.4M Sell
23,741
-46,870
-66% -$2.67M 0.21% 102
2024
Q2 		$3.87M Buy
+70,611
New +$3.86M 0.64% 29
2023
Q4 		$2.58M Buy
49,875
+16,100
+48% +$761K 0.51% 41
2023
Q3 		$1.48M Sell
33,775
-11,188
-25% -$535K 0.51% 49
2023
Q2 		$2.11M Sell
44,963
-961
-2% -$43.5K 0.6% 35
2023
Q1 		$2.04M Buy
45,924
+12,149
+36% +$558K 0.67% 36
2022
Q4 		$1.48M Buy
+33,775
New +$1.48M 0.5% 49

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $564B 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 $528B AUM 27.57% 1-Year Est. Return