Goldstein Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Goldstein Advisors’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	$332K	Sell	4,869 -9	-0.2%	-$641	0.04%	140
2025 Q4	$339K	Sell	4,878 -37	-0.8%	-$2.52K	0.04%	135
2025 Q3	$331K	Sell	4,915 -259	-5%	-$16.8K	0.04%	130
2025 Q2	$325K	Sell	5,174 -317	-6%	-$18.6K	0.04%	122
2025 Q1	$321K	Sell	5,491 -145	-3%	-$8.81K	0.05%	133
2024 Q4	$333K	Sell	5,636 -223	-4%	-$13.6K	0.05%	121
2024 Q3	$347K	Sell	5,859 -131	-2%	-$7.45K	0.05%	112
2024 Q2	$328K	Sell	5,990 -60	-1%	-$3.28K	0.05%	105
2024 Q1	$340K	Sell	6,050 -2,345	-28%	-$123K	0.06%	103
2023 Q4	$434K	Sell	8,395 -447,266	-98%	-$21.1M	0.07%	111
2023 Q3	$20.9M	Buy	455,661 +24,648	+6%	+$1.18M	4.37%	5
2023 Q2	$20.3M	Buy	431,013 +41,650	+11%	+$1.88M	4.25%	5
2023 Q1	$17.5M	Buy	389,363 +113,496	+41%	+$5.21M	3.84%	4
2022 Q4	$12.1M	Buy	+275,867	New	+$12.1M	2.93%	12

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

Goldstein Advisors's RDVY Position: Q1 2026 in Review

Goldstein Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.18% in Q1 2026, selling an estimated $641 and leaving 4,869 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #140.

Goldstein Advisors first reported a position in RDVY in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.9M in Q3 2023. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Goldstein Advisors held 4,869 shares of First Trust Rising Dividend Achievers ETF worth $332K as of Q1 2026.
Goldstein Advisors sold 9 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $641.
First Trust Rising Dividend Achievers ETF made up 0.04% of Goldstein Advisors's portfolio in Q1 2026, its #140 holding.
Goldstein Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 14 quarters since.
Goldstein Advisors's First Trust Rising Dividend Achievers ETF position peaked at $20.9M in Q3 2023.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Goldstein Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.