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Hirtle Callaghan & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Hirtle Callaghan & Co’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 		– Sell
-30,000
Closed -$1.77M – 122
2024
Q4 		$1.77M Buy
+30,000
New +$1.83M 0.07% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hirtle Callaghan & Co's RDVY Position: Q1 2025 in Review

Hirtle Callaghan & Co sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2025, closing a stake of 30,000 shares — an estimated $1.77M sold.

Hirtle Callaghan & Co first reported a position in RDVY in Q4 2024 and held it in 1 quarter. The position peaked at $1.77M in Q4 2024. 646 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

  • Hirtle Callaghan & Co reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 30,000 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $1.77M.
  • Hirtle Callaghan & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and held it in 1 quarter.
  • Hirtle Callaghan & Co's First Trust Rising Dividend Achievers ETF position peaked at $1.77M in Q4 2024.
  • 646 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2025, filed 12 May 2025.