LWA
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Lineweaver Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Lineweaver Wealth Advisors’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 		$5.91M Sell
72,903
-992
-1% -$74.6K 0.7% 34
2026
Q1 		$5.05M Sell
73,895
-1,647
-2% -$117K 0.68% 33
2025
Q4 		$5.25M Sell
75,542
-1,394
-2% -$94.8K 0.72% 33
2025
Q3 		$5.17M Sell
76,936
-1,183
-2% -$76.7K 0.76% 31
2025
Q2 		$4.9M Buy
78,119
+512
+0.7% +$30.1K 0.77% 29
2025
Q1 		$4.54M Buy
77,607
+2,526
+3% +$154K 0.77% 29
2024
Q4 		$4.44M Buy
75,081
+18,405
+32% +$1.12M 0.82% 30
2024
Q3 		$3.36M Sell
56,676
-613
-1% -$34.9K 0.64% 34
2024
Q2 		$3.14M Sell
57,289
-1,172
-2% -$64.1K 0.65% 32
2024
Q1 		$3.28M Sell
58,461
-1,581
-3% -$82.9K 0.78% 30
2023
Q4 		$3.1M Sell
60,042
-7,344
-11% -$347K 0.8% 28
2023
Q3 		$3.1M Sell
67,386
-205
-0.3% -$9.8K 0.9% 21
2023
Q2 		$3.18M Sell
67,591
-1,664
-2% -$75.3K 0.91% 21
2023
Q1 		$3.11M Sell
69,255
-609
-0.9% -$28K 0.96% 20
2022
Q4 		$3.07M Sell
69,864
-3,851
-5% -$168K 0.93% 23
2022
Q3 		$2.87M Buy
73,715
+1,051
+1% +$45.2K 0.93% 23
2022
Q2 		$2.97M Buy
72,664
+1,137
+2% +$51.5K 0.98% 20
2022
Q1 		$3.5M Buy
71,527
+1,947
+3% +$97.2K 1% 21
2021
Q4 		$3.6M Buy
69,580
+1,000
+1% +$50.4K 1.04% 20
2021
Q3 		$3.25M Buy
68,580
+2,741
+4% +$133K 0.99% 22
2021
Q2 		$3.16M Buy
65,839
+9,766
+17% +$468K 1.04% 22
2021
Q1 		$2.55M Buy
+56,073
New +$2.39M 0.9% 23

Other funds holding RDVY

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return