Elios Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Elios Financial 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	$6.64M	Sell	105,859 -1,095	-1%	-$64.4K	3.01%	7
2025 Q1	$6.26M	Sell	106,954 -2,556	-2%	-$155K	3.09%	7
2024 Q4	$6.48M	Sell	109,510 -4,177	-4%	-$255K	3.06%	7
2024 Q3	$6.73M	Buy	+113,687	New	+$6.47M	3.11%	7

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

Elios Financial Group's RDVY Position: Q2 2025 in Review

Elios Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1% in Q2 2025, selling an estimated $64.4K and leaving 105,859 shares worth $6.64M. The position accounts for 3.01% of the portfolio, ranked #7.

Elios Financial Group first reported a position in RDVY in Q3 2024 and has held it in 4 quarters since. The position peaked at $6.73M in Q3 2024. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Elios Financial Group held 105,859 shares of First Trust Rising Dividend Achievers ETF worth $6.64M as of Q2 2025.
Elios Financial Group sold 1,095 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $64.4K.
First Trust Rising Dividend Achievers ETF made up 3.01% of Elios Financial Group's portfolio in Q2 2025, its #7 holding.
Elios Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 4 quarters since.
Elios Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $6.73M in Q3 2024.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.