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

First Command Advisory Services’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	-475	Closed	-$27.8K	–	651
2025 Q1	$27.8K	Hold	475	–	–	﹤0.01%	325
2024 Q4	$28.1K	Hold	475	–	–	﹤0.01%	323
2024 Q3	$28.1K	Buy	+475	New	+$27K	﹤0.01%	324
2023 Q3	–	Sell	-163	Closed	–	–	491
2023 Q2	$0	Buy	+163	New	+$7.37K	﹤0.01%	154

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Command Advisory Services's RDVY Position: Q2 2025 in Review

First Command Advisory Services sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 475 shares — an estimated $27.8K sold.

First Command Advisory Services first reported a position in RDVY in Q2 2023 and held it in 4 quarters. The position peaked at $28.1K in Q3 2024. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

First Command Advisory Services reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
First Command Advisory Services sold 475 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $27.8K.
First Command Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and held it in 4 quarters.
First Command Advisory Services's First Trust Rising Dividend Achievers ETF position peaked at $28.1K in Q3 2024.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on First Command Advisory Services's 13F filing for Q2 2025, filed 1 Aug 2025.