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Main Street Financial Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Main Street Financial Solutions’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 		$3.79M Sell
54,515
-135
-0.2% -$9.18K 0.28% 77
2025
Q3 		$3.68M Sell
54,650
-1,911
-3% -$124K 0.24% 90
2025
Q2 		$3.55M Sell
56,561
-482
-0.8% -$28.3K 0.26% 82
2025
Q1 		$3.34M Buy
57,043
+567
+1% +$34.5K 0.29% 74
2024
Q4 		$3.34M Buy
56,476
+629
+1% +$38.4K 0.33% 64
2024
Q3 		$3.31M Sell
55,847
-2,106
-4% -$120K 0.3% 70
2024
Q2 		$3.17M Buy
57,953
+1,324
+2% +$72.4K 0.3% 66
2024
Q1 		$3.18M Buy
56,629
+824
+1% +$43.2K 0.34% 61
2023
Q4 		$2.88M Buy
55,805
+3,686
+7% +$174K 0.37% 50
2023
Q3 		$2.39M Sell
52,119
-192
-0.4% -$9.18K 0.34% 59
2023
Q2 		$2.46M Buy
52,311
+471
+0.9% +$21.3K 0.33% 57
2023
Q1 		$2.33M Sell
51,840
-147
-0.3% -$6.75K 0.34% 58
2022
Q4 		$2.28M Buy
51,987
+12,364
+31% +$541K 0.36% 62
2022
Q3 		$1.54M Sell
39,623
-7,289
-16% -$313K 0.25% 86
2022
Q2 		$1.92M Buy
46,912
+12,370
+36% +$561K 0.25% 80
2022
Q1 		$1.69M Buy
34,542
+5,804
+20% +$290K 0.25% 97
2021
Q4 		$1.49M Buy
28,738
+5,740
+25% +$290K 0.21% 111
2021
Q3 		$1.09M Sell
22,998
-572
-2% -$27.7K 0.17% 130
2021
Q2 		$1.13M Buy
23,570
+880
+4% +$42.1K 0.18% 121
2021
Q1 		$1.03M Buy
22,690
+1,100
+5% +$46.9K 0.18% 125
2020
Q4 		$862K Buy
+21,590
New +$786K 0.18% 127

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

Main Street Financial Solutions's RDVY Position: Q4 2025 in Review

Main Street Financial Solutions reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.25% in Q4 2025, selling an estimated $9.18K and leaving 54,515 shares worth $3.79M. The position accounts for 0.28% of the portfolio, ranked #77.

Main Street Financial Solutions first reported a position in RDVY in Q4 2020 and has held it in 21 quarters since. 752 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • Main Street Financial Solutions held 54,515 shares of First Trust Rising Dividend Achievers ETF worth $3.79M as of Q4 2025.
  • Main Street Financial Solutions sold 135 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $9.18K.
  • First Trust Rising Dividend Achievers ETF made up 0.28% of Main Street Financial Solutions's portfolio in Q4 2025, its #77 holding.
  • Main Street Financial Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 21 quarters since.
  • 752 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.