Crown Wealth Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Crown Wealth Group’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	–	Sell	-4,443	Closed	-$260K	–	126
2025 Q1	$260K	Buy	+4,443	New	+$270K	0.13%	79
2023 Q3	–	Sell	-6,146	Closed	-$289K	–	78
2023 Q2	$289K	Sell	6,146 -1,355	-18%	-$61.3K	0.23%	51
2023 Q1	$337K	Sell	7,501 -34	-0.5%	-$1.56K	0.28%	45
2022 Q4	$331K	Hold	7,535	–	–	0.31%	44
2022 Q3	$293K	Sell	7,535 -1,490	-17%	-$64.1K	0.3%	43
2022 Q2	$369K	Buy	9,025 +400	+5%	+$18.1K	0.33%	44
2022 Q1	$423K	Sell	8,625 -17,773	-67%	-$887K	0.29%	54
2021 Q4	$1.37M	Buy	+26,398	New	+$1.33M	1.27%	19

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Crown Wealth Group's RDVY Position: Q2 2025 in Review

Crown Wealth Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 4,443 shares — an estimated $260K sold.

Crown Wealth Group first reported a position in RDVY in Q4 2021 and held it in 8 quarters. The position peaked at $1.37M in Q4 2021. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Crown Wealth Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Crown Wealth Group sold 4,443 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $260K.
Crown Wealth Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 8 quarters.
Crown Wealth Group's First Trust Rising Dividend Achievers ETF position peaked at $1.37M in Q4 2021.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Crown Wealth Group's 13F filing for Q2 2025, filed 16 Jul 2025.