Hickory Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.71M Buy
106,899
+3,709
+4% +$218K 5.55% 3
2025
Q1
$6.04M Buy
103,190
+637
+0.6% +$38.7K 5.37% 3
2024
Q4
$6.06M Buy
+102,553
New +$6.26M 5.15% 3

Other funds holding RDVY

Hickory Asset Management's RDVY Position: Q2 2025 in Review

Hickory Asset Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.6% in Q2 2025, buying an estimated $218K and bringing the position to 106,899 shares worth $6.71M. The position accounts for 5.55% of the portfolio, ranked #3.

Hickory Asset Management first reported a position in RDVY in Q4 2024 and has held it in 3 quarters since. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

  • Hickory Asset Management held 106,899 shares of First Trust Rising Dividend Achievers ETF worth $6.71M as of Q2 2025.
  • Hickory Asset Management bought 3,709 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $218K.
  • First Trust Rising Dividend Achievers ETF made up 5.55% of Hickory Asset Management's portfolio in Q2 2025, its #3 holding.
  • Hickory Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 3 quarters since.
  • 650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Hickory Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.