GWSG
RDVY icon

GPS Wealth Strategies Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$3.45M Sell
49,700
-211,968
-81% -$14.4M 2.94% 6
2025
Q3 		$17.6M Buy
261,668
+5,845
+2% +$379K 1.86% 11
2025
Q2 		$16.1M Buy
255,823
+43,419
+20% +$2.55M 1.85% 11
2025
Q1 		$12.4M Buy
212,404
+104,465
+97% +$6.35M 1.68% 11
2024
Q4 		$6.38M Buy
107,939
+52,122
+93% +$3.18M 0.82% 23
2024
Q3 		$3.31M Buy
55,817
+10,548
+23% +$600K 0.44% 39
2024
Q2 		$2.48M Sell
45,269
-10,224
-18% -$559K 0.37% 47
2024
Q1 		$3.12M Buy
55,493
+14,198
+34% +$745K 0.5% 32
2023
Q4 		$2.13M Buy
41,295
+1,705
+4% +$80.6K 0.39% 54
2023
Q3 		$1.82M Sell
39,590
-3,533
-8% -$169K 0.35% 58
2023
Q2 		$2.03M Sell
43,123
-2,911
-6% -$132K 0.38% 53
2023
Q1 		$2.07M Sell
46,034
-2,396
-5% -$110K 0.43% 47
2022
Q4 		$2.13M Sell
48,430
-5,925
-11% -$259K 0.64% 39
2022
Q3 		$2.11M Sell
54,355
-15,331
-22% -$659K 0.53% 37
2022
Q2 		$2.85M Sell
69,686
-49,625
-42% -$2.25M 0.73% 26
2022
Q1 		$5.85M Buy
119,311
+45,208
+61% +$2.26M 1.32% 12
2021
Q4 		$3.84M Buy
74,103
+11,580
+19% +$584K 0.85% 18
2021
Q3 		$2.97M Buy
62,523
+9,520
+18% +$461K 0.74% 23
2021
Q2 		$2.55M Buy
53,003
+44,227
+504% +$2.12M 0.65% 25
2021
Q1 		$399K Buy
8,776
+303
+4% +$12.9K 0.12% 115
2020
Q4 		$338K Sell
8,473
-44
-0.5% -$1.6K 0.12% 117
2020
Q3 		$279K Buy
+8,517
New +$276K 0.11% 120

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $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

GPS Wealth Strategies Group's RDVY Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 81% in Q4 2025, selling an estimated $14.4M and leaving 49,700 shares worth $3.45M. The position accounts for 2.94% of the portfolio, ranked #6.

GPS Wealth Strategies Group first reported a position in RDVY in Q3 2020 and has held it in 22 quarters since. The position peaked at $17.6M in Q3 2025. 753 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • GPS Wealth Strategies Group held 49,700 shares of First Trust Rising Dividend Achievers ETF worth $3.45M as of Q4 2025.
  • GPS Wealth Strategies Group sold 211,968 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $14.4M.
  • First Trust Rising Dividend Achievers ETF made up 2.94% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #6 holding.
  • GPS Wealth Strategies Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2020 and has held it in 22 quarters since.
  • GPS Wealth Strategies Group's First Trust Rising Dividend Achievers ETF position peaked at $17.6M in Q3 2025.
  • 753 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.