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RDVY icon

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

CoreCap 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
2026
Q2 		$809K Buy
9,984
+7,849
+368% +$590K 0.02% 426
2026
Q1 		$146K Sell
2,135
-161
-7% -$11.5K 0.01% 898
2025
Q4 		$160K Sell
2,296
-1,679
-42% -$114K 0.01% 865
2025
Q3 		$267K Buy
3,975
+883
+29% +$57.3K 0.01% 708
2025
Q2 		$194K Sell
3,092
-35
-1% -$2.06K 0.01% 751
2025
Q1 		$183K Sell
3,127
-295
-9% -$17.9K 0.01% 702
2024
Q4 		$202K Sell
3,422
-18,349
-84% -$1.12M 0.01% 702
2024
Q3 		$1.29M Sell
21,771
-4,331
-17% -$246K 0.06% 281
2024
Q2 		$1.43M Buy
26,102
+278
+1% +$15.2K 0.15% 129
2024
Q1 		$1.45M Buy
25,824
+5,563
+27% +$292K 0.08% 236
2023
Q4 		$1.05M Sell
20,261
-192
-0.9% -$9.07K 0.07% 251
2023
Q3 		$940K Sell
20,453
-319
-2% -$15.3K 0.07% 241
2023
Q2 		$978K Buy
+20,772
New +$940K 0.07% 250
2022
Q4 		$1.09M Sell
24,736
-2,497
-9% -$109K 0.08% 234
2022
Q3 		$1.06M Buy
27,233
+1,268
+5% +$54.5K 0.09% 206
2022
Q2 		$1.06M Sell
25,965
-327
-1% -$14.8K 0.08% 197
2022
Q1 		$1.29M Buy
26,292
+3,392
+15% +$169K 0.09% 176
2021
Q4 		$1.19M Buy
+22,900
New +$1.16M 0.08% 205

Other funds holding RDVY

P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return