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EWG Elevate’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

EWG Elevate’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
Q3 		$5.16M Sell
76,765
-19,499
-20% -$1.26M 1.61% 19
2025
Q2 		$6.04M Buy
96,264
+3,670
+4% +$216K 1.86% 15
2025
Q1 		$5.42M Sell
92,594
-21,609
-19% -$1.31M 2.03% 11
2024
Q4 		$6.75M Buy
114,203
+3,313
+3% +$202K 2.06% 12
2024
Q3 		$6.57M Buy
+110,890
New +$6.31M 2.64% 12
2023
Q2 		– Sell
-6,635
Closed -$298K – 109
2023
Q1 		$298K Sell
6,635
-104,140
-94% -$4.78M 0.13% 68
2022
Q4 		$4.87M Sell
110,775
-131,242
-54% -$5.74M 2.45% 10
2022
Q3 		$9.41M Buy
242,017
+1,017
+0.4% +$43.7K 5.3% 5
2022
Q2 		$9.86M Buy
241,000
+6,477
+3% +$294K 4.8% 6
2022
Q1 		$11.5M Buy
234,523
+112,175
+92% +$5.6M 4.51% 3
2021
Q4 		$6.34M Buy
122,348
+4,176
+4% +$211K 3.11% 11
2021
Q3 		$5.61M Buy
+118,172
New +$5.73M 2.32% 13

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

EWG Elevate's RDVY Position: Q3 2025 in Review

EWG Elevate reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 20% in Q3 2025, selling an estimated $1.26M and leaving 76,765 shares worth $5.16M. The position accounts for 1.61% of the portfolio, ranked #19.

EWG Elevate first reported a position in RDVY in Q3 2021 and has held it in 12 quarters since. The position peaked at $11.5M in Q1 2022. 671 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

  • EWG Elevate held 76,765 shares of First Trust Rising Dividend Achievers ETF worth $5.16M as of Q3 2025.
  • EWG Elevate sold 19,499 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $1.26M.
  • First Trust Rising Dividend Achievers ETF made up 1.61% of EWG Elevate's portfolio in Q3 2025, its #19 holding.
  • EWG Elevate first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 12 quarters since.
  • EWG Elevate's First Trust Rising Dividend Achievers ETF position peaked at $11.5M in Q1 2022.
  • 671 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.