Golden State Equity Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Golden State Equity 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
2026 Q2	–	Sell	-5,501	Closed	-$376K	–	1423
2026 Q1	$376K	Sell	5,501 -311	-5%	-$22.1K	0.03%	520
2025 Q4	$404K	Sell	5,812 -43	-0.7%	-$2.92K	0.07%	331
2025 Q3	$394K	Hold	5,855	–	–	0.07%	306
2025 Q2	$367K	Buy	+5,855	New	+$344K	0.07%	300

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Golden State Equity Partners's RDVY Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026, closing a stake of 5,501 shares — an estimated $376K sold.

Golden State Equity Partners first reported a position in RDVY in Q2 2025 and held it in 4 quarters. The position peaked at $404K in Q4 2025. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Golden State Equity Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 5,501 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $376K.
Golden State Equity Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and held it in 4 quarters.
Golden State Equity Partners's First Trust Rising Dividend Achievers ETF position peaked at $404K in Q4 2025.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.