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JPL Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

JPL Wealth Management’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 		– Sell
-2,762
Closed -$186K – 891
2025
Q3 		$186K Buy
+2,762
New +$179K 0.04% 126

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JPL Wealth Management's RDVY Position: Q4 2025 in Review

JPL Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2025, closing a stake of 2,762 shares — an estimated $186K sold.

JPL Wealth Management first reported a position in RDVY in Q3 2025 and held it in 1 quarter. The position peaked at $186K in Q3 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • JPL Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • JPL Wealth Management sold 2,762 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $186K.
  • JPL Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and held it in 1 quarter.
  • JPL Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $186K in Q3 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.