Heritage Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Heritage Wealth 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
2025 Q1	$273K	Buy	+4,671	New	+$284K	0.42%	46

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heritage Wealth Partners's RDVY Position: Q1 2025 in Review

Heritage Wealth Partners opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2025: 4,671 shares worth $273K. The stake represents 0.42% of the portfolio and ranks #46 among its holdings.

647 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

Heritage Wealth Partners held 4,671 shares of First Trust Rising Dividend Achievers ETF worth $273K as of Q1 2025.
First Trust Rising Dividend Achievers ETF was a new Heritage Wealth Partners position in Q1 2025.
First Trust Rising Dividend Achievers ETF made up 0.42% of Heritage Wealth Partners's portfolio in Q1 2025, its #46 holding.
647 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.