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Essential Planning’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Essential Planning’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
Q1 		– Sell
-22,200
Closed -$1.34M – 250
2024
Q4 		$1.34M Buy
+22,200
New +$1.35M 0.01% 217

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Essential Planning's RDVY Position: Q1 2025 in Review

Essential Planning sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2025, closing a stake of 22,200 shares — an estimated $1.34M sold.

Essential Planning first reported a position in RDVY in Q4 2024 and held it in 1 quarter. The position peaked at $1.34M in Q4 2024. 646 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

  • Essential Planning reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 22,200 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $1.34M.
  • Essential Planning first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's First Trust Rising Dividend Achievers ETF position peaked at $1.34M in Q4 2024.
  • 646 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.