FPCG
RDVY icon

Forum Private Client Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Forum Private Client Group’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
-3,220
Closed -$202K – 81
2025
Q2 		$202K Sell
3,220
-205
-6% -$12.1K 0.08% 80
2025
Q1 		$201K Sell
3,425
-562
-14% -$34.2K 0.09% 76
2024
Q4 		$236K Sell
3,987
-32
-0.8% -$1.95K 0.11% 68
2024
Q3 		$238K Sell
4,019
-2
-0% -$114 0.11% 68
2024
Q2 		$220K Sell
4,021
-598
-13% -$32.7K 0.1% 69
2024
Q1 		$259K Sell
4,619
-89
-2% -$4.67K 0.13% 64
2023
Q4 		$243K Buy
+4,708
New +$223K 0.13% 64
2023
Q3 		– Sell
-6,089
Closed -$287K – 52
2023
Q2 		$287K Sell
6,089
-641
-10% -$29K 0.16% 61
2023
Q1 		$302K Buy
6,730
+289
+4% +$13.3K 0.19% 58
2022
Q4 		$283K Sell
6,441
-103
-2% -$4.5K 0.2% 59
2022
Q3 		$254K Sell
6,544
-256
-4% -$11K 0.19% 55
2022
Q2 		$278K Buy
6,800
+1,142
+20% +$51.8K 0.2% 55
2022
Q1 		$277K Buy
+5,658
New +$283K 0.22% 53

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

Forum Private Client Group's RDVY Position: Q3 2025 in Review

Forum Private Client Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2025, closing a stake of 3,220 shares — an estimated $202K sold.

Forum Private Client Group first reported a position in RDVY in Q1 2022 and held it in 13 quarters. The position peaked at $302K in Q1 2023. 671 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

  • Forum Private Client Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Forum Private Client Group sold 3,220 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $202K.
  • Forum Private Client Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 13 quarters.
  • Forum Private Client Group's First Trust Rising Dividend Achievers ETF position peaked at $302K in Q1 2023.
  • 671 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Forum Private Client Group's 13F filing for Q3 2025, filed 5 Nov 2025.