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RDVY icon

Cutter & Co Brokerage’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Cutter & Co Brokerage’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
-6,758
Closed -$396K – 133
2025
Q1 		$396K Buy
6,758
+2,811
+71% +$171K 0.09% 114
2024
Q4 		$233K Buy
3,947
+226
+6% +$13.8K 0.06% 159
2024
Q3 		$220K Buy
+3,721
New +$212K 0.05% 180

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B AUM 27.57% 1-Year Est. Return

Cutter & Co Brokerage's RDVY Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 6,758 shares — an estimated $396K sold.

Cutter & Co Brokerage first reported a position in RDVY in Q3 2024 and held it in 3 quarters. The position peaked at $396K in Q1 2025. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 6,758 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $396K.
  • Cutter & Co Brokerage first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and held it in 3 quarters.
  • Cutter & Co Brokerage's First Trust Rising Dividend Achievers ETF position peaked at $396K in Q1 2025.
  • 650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.