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

Golden State 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
2026
Q2 		$9.42M Sell
116,217
-71,293
-38% -$5.36M 0.86% 19
2026
Q1 		$12.8M Sell
187,510
-10,370
-5% -$738K 1.4% 13
2025
Q4 		$13.7M Buy
197,880
+4,521
+2% +$307K 1.45% 13
2025
Q3 		$13M Sell
193,359
-31,145
-14% -$2.02M 1.44% 15
2025
Q2 		$14.1M Buy
224,504
+51,572
+30% +$3.03M 1.71% 10
2025
Q1 		$10.1M Buy
172,932
+22,998
+15% +$1.4M 1.5% 13
2024
Q4 		$8.87M Buy
+149,934
New +$9.15M 1.33% 17
2022
Q1 		$1.69M Buy
34,560
+13,114
+61% +$655K 0.33% 58
2021
Q4 		$1.11M Buy
21,446
+5,294
+33% +$267K 0.19% 111
2021
Q3 		$767K Buy
16,152
+2,476
+18% +$120K 0.17% 118
2021
Q2 		$657K Buy
13,676
+3,129
+30% +$150K 0.14% 133
2021
Q1 		$479K Sell
10,547
-1,533
-13% -$65.4K 0.16% 101
2020
Q4 		$482K Sell
12,080
-4,905
-29% -$178K 0.14% 129
2020
Q3 		$556K Buy
+16,985
New +$551K 0.19% 91
2020
Q2 		– Sell
-18,537
Closed -$475K – 765
2020
Q1 		$475K Buy
+18,537
New +$602K 0.21% 72
2019
Q4 		– Sell
-26,971
Closed -$859K – 722
2019
Q3 		$859K Sell
26,971
-2,995
-10% -$93.6K 0.28% 71
2019
Q2 		$930K Buy
29,966
+1,945
+7% +$59.4K 0.3% 69
2019
Q1 		$836K Buy
+28,021
New +$820K 0.28% 74

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Golden State Wealth Management's RDVY Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 38% in Q2 2026, selling an estimated $5.36M and leaving 116,217 shares worth $9.42M. The position accounts for 0.86% of the portfolio, ranked #19.

Golden State Wealth Management first reported a position in RDVY in Q1 2019 and has held it in 18 quarters since. The position peaked at $14.1M in Q2 2025. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Golden State Wealth Management held 116,217 shares of First Trust Rising Dividend Achievers ETF worth $9.42M as of Q2 2026.
  • Golden State Wealth Management sold 71,293 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.36M.
  • First Trust Rising Dividend Achievers ETF made up 0.86% of Golden State Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Golden State Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $14.1M in Q2 2025.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.