GRP
RDVY icon

Global Retirement Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Global Retirement Partners’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 		$12.6M Buy
181,475
+799
+0.4% +$54.3K 0.22% 86
2025
Q3 		$12.2M Sell
180,676
-4,680
-3% -$304K 0.27% 78
2025
Q2 		$11.6M Buy
+185,356
New +$10.9M 0.29% 75
2024
Q4 		$10.3M Buy
174,595
+55,406
+46% +$3.38M 0.3% 70
2024
Q3 		$7.06M Buy
119,189
+21,295
+22% +$1.21M 0.21% 95
2024
Q2 		$5.36M Buy
97,894
+4,391
+5% +$240K 0.17% 124
2024
Q1 		$5.25M Buy
93,503
+3,763
+4% +$197K 0.2% 115
2023
Q4 		$4.52M Buy
89,740
+1,905
+2% +$90K 0.19% 116
2023
Q3 		$3.94M Buy
87,835
+3,907
+5% +$187K 0.2% 109
2023
Q2 		$3.95M Buy
83,928
+1,730
+2% +$78.3K 0.19% 116
2023
Q1 		$3.59M Sell
82,198
-17,648
-18% -$811K 0.19% 118
2022
Q4 		$4.39M Buy
99,846
+14,354
+17% +$628K 0.3% 73
2022
Q3 		$3.74M Sell
85,492
-13,888
-14% -$597K 0.28% 81
2022
Q2 		$4.07M Buy
99,380
+5,059
+5% +$229K 0.33% 73
2022
Q1 		$4.19M Buy
+94,321
New +$4.71M 0.33% 68
2021
Q4 		– Sell
-16,703
Closed -$793K – 1429
2021
Q3 		$793K Buy
16,703
+540
+3% +$26.2K 0.08% 217
2021
Q2 		$776K Buy
16,163
+1,917
+13% +$91.8K 0.08% 224
2021
Q1 		$648K Buy
14,246
+3,539
+33% +$151K 0.08% 221
2020
Q4 		$428K Buy
10,707
+9,414
+728% +$343K 0.05% 259
2020
Q3 		$42K Buy
1,293
+77
+6% +$2.5K 0.01% 689
2020
Q2 		$38K Buy
1,216
+779
+178% +$22.7K 0.01% 718
2020
Q1 		$11K Buy
437
+165
+61% +$5.36K ﹤0.01% 1009
2019
Q4 		$10K Hold
272
– – ﹤0.01% 1159
2019
Q3 		$9K Hold
272
– – ﹤0.01% 1148
2019
Q2 		$8K Sell
272
-158
-37% -$4.82K ﹤0.01% 1177
2019
Q1 		$13K Buy
430
+200
+87% +$5.86K ﹤0.01% 984
2018
Q4 		$6K Hold
230
– – ﹤0.01% 1120
2018
Q3 		$7K Buy
+230
New +$7.13K ﹤0.01% 1141
2017
Q3 		– Sell
-25,853
Closed -$699K – 1241
2017
Q2 		$699K Buy
+25,853
New +$692K 0.33% 61

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

Global Retirement Partners's RDVY Position: Q4 2025 in Review

Global Retirement Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.44% in Q4 2025, buying an estimated $54.3K and bringing the position to 181,475 shares worth $12.6M. The position accounts for 0.22% of the portfolio, ranked #86.

Global Retirement Partners first reported a position in RDVY in Q2 2017 and has held it in 29 quarters since. 752 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • Global Retirement Partners held 181,475 shares of First Trust Rising Dividend Achievers ETF worth $12.6M as of Q4 2025.
  • Global Retirement Partners bought 799 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $54.3K.
  • First Trust Rising Dividend Achievers ETF made up 0.22% of Global Retirement Partners's portfolio in Q4 2025, its #86 holding.
  • Global Retirement Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and has held it in 29 quarters since.
  • 752 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.