Hobart Private Capital’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Hobart Private Capital’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 Q2	$34.7M	Sell	428,601 -88,006	-17%	-$6.62M	5.96%	2
2026 Q1	$35.3M	Buy	516,607 +12,368	+2%	+$880K	6.93%	1
2025 Q4	$35M	Buy	504,239 +14,626	+3%	+$994K	6.84%	1
2025 Q3	$32.9M	Buy	489,613 +36,914	+8%	+$2.39M	6.89%	1
2025 Q2	$28.4M	Sell	452,699 -11,398	-2%	-$670K	6.44%	2
2025 Q1	$27.2M	Buy	464,097 +24,513	+6%	+$1.49M	6.79%	3
2024 Q4	$26M	Buy	439,584 +5,354	+1%	+$327K	6.45%	4
2024 Q3	$25.7M	Buy	434,230 +17,046	+4%	+$969K	6.58%	4
2024 Q2	$22.8M	Buy	417,184 +170,943	+69%	+$9.35M	6.5%	4
2024 Q1	$13.8M	Buy	246,241 +38,203	+18%	+$2M	4.22%	5
2023 Q4	$10.7M	Buy	+208,038	New	+$9.83M	3.56%	8
2018 Q3	–	Sell	-7,514	Closed	-$225K	–	151
2018 Q2	$225K	Sell	7,514 -18,404	-71%	-$556K	0.18%	119
2018 Q1	$770K	Buy	25,918 +7,528	+41%	+$230K	0.68%	49
2017 Q4	$549K	Buy	+18,390	New	+$530K	0.49%	67

Other funds holding RDVY

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return