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Financial Advocates Investment Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Financial Advocates Investment Management’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 		– Sell
-69,579
Closed -$4.37M – 470
2025
Q2 		$4.37M Sell
69,579
-1,932
-3% -$114K 0.36% 58
2025
Q1 		$4.19M Sell
71,511
-471
-0.7% -$28.6K 0.29% 76
2024
Q4 		$4.26M Sell
71,982
-514
-0.7% -$31.4K 0.24% 88
2024
Q3 		$4.29M Sell
72,496
-1,631
-2% -$92.8K 0.24% 97
2024
Q2 		$4.06M Sell
74,127
-180,076
-71% -$9.84M 0.25% 92
2024
Q1 		$14.3M Sell
254,203
-13,616
-5% -$714K 0.83% 20
2023
Q4 		$13.8M Buy
267,819
+72,107
+37% +$3.41M 0.9% 15
2023
Q3 		$8.99M Buy
195,712
+9,693
+5% +$463K 0.65% 28
2023
Q2 		$8.76M Sell
186,019
-13,280
-7% -$601K 0.63% 29
2023
Q1 		$8.94M Buy
199,299
+8,621
+5% +$396K 0.64% 28
2022
Q4 		$8.37M Sell
190,678
-33,099
-15% -$1.45M 0.62% 24
2022
Q3 		$8.7M Sell
223,777
-12,291
-5% -$528K 0.72% 23
2022
Q2 		$9.66M Buy
236,068
+50,397
+27% +$2.28M 0.78% 18
2022
Q1 		$9.1M Buy
185,671
+50,980
+38% +$2.55M 0.6% 30
2021
Q4 		$6.98M Buy
134,691
+13,602
+11% +$686K 0.44% 45
2021
Q3 		$5.75M Buy
+121,089
New +$5.87M 0.39% 49
2021
Q2 		– Sell
-87,004
Closed -$4.17M – 821
2021
Q1 		$3.96M Buy
87,004
+4,194
+5% +$179K 0.28% 76
2020
Q4 		$3.31M Buy
82,810
+22,688
+38% +$826K 0.23% 97
2020
Q3 		$1.97M Buy
60,122
+411
+0.7% +$13.3K 0.17% 129
2020
Q2 		$1.84M Buy
59,711
+12,589
+27% +$366K 0.17% 142
2020
Q1 		$1.21M Buy
47,122
+10,888
+30% +$353K 0.17% 157
2019
Q4 		$1.3M Buy
36,234
+16,941
+88% +$574K 0.14% 174
2019
Q3 		$614K Buy
19,293
+1,085
+6% +$33.9K 0.07% 260
2019
Q2 		$566K Sell
18,208
-1,168
-6% -$35.7K 0.07% 260
2019
Q1 		$578K Buy
19,376
+882
+5% +$25.8K 0.07% 246
2018
Q4 		$490K Buy
18,494
+1,293
+8% +$37.5K 0.07% 248
2018
Q3 		$543K Sell
17,201
-5,099
-23% -$158K 0.06% 272
2018
Q2 		$667K Sell
22,300
-6,115
-22% -$185K 0.08% 225
2018
Q1 		$844K Sell
28,415
-14,688
-34% -$449K 0.11% 193
2017
Q4 		$1.29M Buy
+43,103
New +$1.24M 0.18% 125

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's RDVY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2025, closing a stake of 69,579 shares — an estimated $4.37M sold.

Financial Advocates Investment Management first reported a position in RDVY in Q4 2017 and held it in 30 quarters. The position peaked at $14.3M in Q1 2024. 672 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 69,579 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $4.37M.
  • Financial Advocates Investment Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2017 and held it in 30 quarters.
  • Financial Advocates Investment Management's First Trust Rising Dividend Achievers ETF position peaked at $14.3M in Q1 2024.
  • 672 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.