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Kings Path Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kings Path 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
Q4 		– Sell
-131
Closed -$8.81K – 322
2025
Q3 		$8.81K Sell
131
-427
-77% -$27.7K ﹤0.01% 235
2025
Q2 		$35K Hold
558
– – 0.01% 172
2025
Q1 		$32.7K Hold
558
– – 0.02% 168
2024
Q4 		$33K Hold
558
– – 0.01% 192
2024
Q3 		$33K Hold
558
– – 0.01% 196
2024
Q2 		$30.6K Buy
+558
New +$30.5K 0.01% 184

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

Kings Path Partners's RDVY Position: Q4 2025 in Review

Kings Path Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2025, closing a stake of 131 shares — an estimated $8.81K sold.

Kings Path Partners first reported a position in RDVY in Q2 2024 and held it in 6 quarters. The position peaked at $35K in Q2 2025. 752 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • Kings Path Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Kings Path Partners sold 131 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $8.81K.
  • Kings Path Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and held it in 6 quarters.
  • Kings Path Partners's First Trust Rising Dividend Achievers ETF position peaked at $35K in Q2 2025.
  • 752 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on Kings Path Partners's 13F filing for Q4 2025, filed 14 Jul 2026.