GCM
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Gables Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gables Capital 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
2026
Q1 		$20.5K Hold
300
– – 0.01% 299
2025
Q4 		$20.8K Hold
300
– – 0.01% 295
2025
Q3 		$20.2K Hold
300
– – 0.01% 297
2025
Q2 		$18.8K Hold
300
– – 0.01% 297
2025
Q1 		$17.6K Hold
300
– – 0.01% 309
2024
Q4 		$17.7K Hold
300
– – 0.01% 306
2024
Q3 		$17.8K Hold
300
– – 0.01% 313
2024
Q2 		$16.4K Hold
300
– – 0.01% 289
2024
Q1 		$16.9K Hold
300
– – 0.01% 283
2023
Q4 		$15.5K Hold
300
– – 0.01% 276
2023
Q3 		$13.8K Buy
+300
New +$14.3K 0.01% 267

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $528B AUM 27.57% 1-Year Est. Return