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

Ethos 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
2026
Q1 		$4.87M Sell
71,352
-11
-0% -$783 0.36% 65
2025
Q4 		$4.96M Sell
71,363
-53,602
-43% -$3.64M 0.37% 67
2025
Q3 		$8.41M Sell
124,965
-23,024
-16% -$1.49M 0.66% 38
2025
Q2 		$9.28M Buy
147,989
+143,972
+3,584% +$8.47M 0.8% 32
2025
Q1 		$238K Hold
4,017
– – 0.02% 358
2024
Q4 		$238K Sell
4,017
-1,110
-22% -$67.7K 0.03% 258
2024
Q3 		$304K Buy
5,127
+137
+3% +$7.79K 0.05% 201
2024
Q2 		$273K Buy
+4,990
New +$273K 0.05% 213
2024
Q1 		– Sell
-17,298
Closed -$894K – 298
2023
Q4 		$894K Buy
+17,298
New +$818K 0.19% 84

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return