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GDS Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

GDS Wealth 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
2025
Q4 		– Sell
-3,311
Closed -$223K – 193
2025
Q3 		$223K Buy
3,311
+118
+4% +$7.66K 0.01% 173
2025
Q2 		$200K Buy
+3,193
New +$188K 0.01% 172
2025
Q1 		– Sell
-3,455
Closed -$204K – 180
2024
Q4 		$204K Sell
3,455
-422
-11% -$25.7K 0.02% 167
2024
Q3 		$230K Sell
3,877
-1
-0% -$57 0.02% 158
2024
Q2 		$212K Sell
3,878
-383
-9% -$20.9K 0.02% 130
2024
Q1 		$239K Sell
4,261
-119
-3% -$6.24K 0.03% 121
2023
Q4 		$226K Sell
4,380
-193
-4% -$9.12K 0.03% 119
2023
Q3 		$210K Sell
4,573
-60
-1% -$2.87K 0.03% 117
2023
Q2 		$218K Sell
4,633
-824
-15% -$37.3K 0.04% 116
2023
Q1 		$245K Sell
5,457
-5,065
-48% -$233K 0.04% 103
2022
Q4 		$462K Sell
10,522
-2,735
-21% -$120K 0.09% 83
2022
Q3 		$515K Sell
13,257
-1,619
-11% -$69.6K 0.11% 68
2022
Q2 		$609K Sell
14,876
-297,838
-95% -$13.5M 0.14% 65
2022
Q1 		$15M Buy
312,714
+21,999
+8% +$1.1M 3.3% 8
2021
Q4 		$15.1M Buy
+290,715
New +$14.7M 3.37% 8

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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $672B AUM 33.48% 1-Year Est. Return

GDS Wealth Management's RDVY Position: Q4 2025 in Review

GDS Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2025, closing a stake of 3,311 shares — an estimated $223K sold.

GDS Wealth Management first reported a position in RDVY in Q4 2021 and held it in 15 quarters. The position peaked at $15.1M in Q4 2021. 755 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • GDS Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • GDS Wealth Management sold 3,311 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $223K.
  • GDS Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 15 quarters.
  • GDS Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $15.1M in Q4 2021.
  • 755 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on GDS Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.