Goldstone Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Goldstone Financial Group’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	$4.4M	Sell	64,451 -6,001	-9%	-$427K	0.48%	49
2025 Q4	$4.89M	Buy	70,452 +4,793	+7%	+$326K	0.55%	46
2025 Q3	$4.42M	Buy	65,659 +4,171	+7%	+$271K	0.52%	46
2025 Q2	$3.92M	Buy	61,488 +2,804	+5%	+$165K	0.52%	48
2025 Q1	$3.44M	Buy	58,684 +6,677	+13%	+$406K	0.52%	46
2024 Q4	$3.08M	Buy	52,007 +3,870	+8%	+$236K	0.48%	48
2024 Q3	$2.85M	Buy	48,137 +4,392	+10%	+$250K	0.5%	45
2024 Q2	$2.4M	Buy	43,745 +3,979	+10%	+$218K	0.48%	46
2024 Q1	$2.23M	Buy	39,766 +241	+0.6%	+$12.6K	0.51%	42
2023 Q4	$2.04M	Buy	+39,525	New	+$1.87M	0.53%	40

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

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

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

Commonwealth Equity Services

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

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