LAS
RDVY icon

Lloyd Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Lloyd Advisory Services’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
Q1 		– Sell
-522
Closed -$36.3K – 1013
2025
Q4 		$36.3K Buy
+522
New +$35.5K 0.01% 267
2022
Q2 		– Sell
-144
Closed -$7K – 464
2022
Q1 		$7K Buy
144
+7
+5% +$350 ﹤0.01% 424
2021
Q4 		$7K Sell
137
-11
-7% -$555 ﹤0.01% 338
2021
Q3 		$7K Buy
148
+1
+0.7% +$48 ﹤0.01% 304
2021
Q2 		$7K Buy
147
+46
+46% +$2.2K ﹤0.01% 307
2021
Q1 		$5K Buy
+101
New +$4.31K ﹤0.01% 295
2020
Q1 		– Sell
-62
Closed -$2K – 377
2019
Q4 		$2K Buy
+62
New +$2.1K ﹤0.01% 312

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $528B AUM 27.57% 1-Year Est. Return