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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
2021
Q3 		– Sell
-95,049
Closed -$5.01M – 788
2021
Q2 		$5.01M Buy
+95,049
New +$4.55M 0.33% 62

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.