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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden State Equity Partners's RDVY Position: Q1 2026 in Review

Golden State Equity Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.4% in Q1 2026, selling an estimated $22.1K and leaving 5,501 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #520.

Golden State Equity Partners first reported a position in RDVY in Q2 2025 and has held it in 4 quarters since. The position peaked at $404K in Q4 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Golden State Equity Partners held 5,501 shares of First Trust Rising Dividend Achievers ETF worth $376K as of Q1 2026.
Golden State Equity Partners sold 311 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $22.1K.
First Trust Rising Dividend Achievers ETF made up 0.03% of Golden State Equity Partners's portfolio in Q1 2026, its #520 holding.
Golden State Equity Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 4 quarters since.
Golden State Equity Partners's First Trust Rising Dividend Achievers ETF position peaked at $404K in Q4 2025.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.