Financial Services Advisory’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Financial Services Advisory’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 Q2	–	Sell	-14,250	Closed	-$834K	–	60
2025 Q1	$834K	Sell	14,250 -189	-1%	-$11.5K	0.32%	32
2024 Q4	$854K	Sell	14,439 -444	-3%	-$27.1K	0.2%	45
2024 Q3	$881K	Buy	14,883 +170	+1%	+$9.67K	0.21%	46
2024 Q2	$806K	Sell	14,713 -14,311	-49%	-$782K	0.22%	43
2024 Q1	$1.63M	Buy	29,024 +12,647	+77%	+$663K	0.41%	32
2023 Q4	$846K	Sell	16,377 -15,305	-48%	-$723K	0.24%	46
2023 Q3	$1.46M	Buy	+31,682	New	+$1.51M	0.71%	23

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Services Advisory's RDVY Position: Q2 2025 in Review

Financial Services Advisory sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 14,250 shares — an estimated $834K sold.

Financial Services Advisory first reported a position in RDVY in Q3 2023 and held it in 7 quarters. The position peaked at $1.63M in Q1 2024. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Financial Services Advisory reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Financial Services Advisory sold 14,250 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $834K.
Financial Services Advisory first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and held it in 7 quarters.
Financial Services Advisory's First Trust Rising Dividend Achievers ETF position peaked at $1.63M in Q1 2024.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Financial Services Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.