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Moloney Securities Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Moloney Securities Asset 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
Q3 		$1.36M Buy
20,223
+1,300
+7% +$84.3K 0.16% 153
2025
Q2 		$1.19M Sell
18,923
-1,586
-8% -$93.3K 0.15% 168
2025
Q1 		$1.2M Buy
20,509
+3,396
+20% +$206K 0.16% 152
2024
Q4 		$1.01M Buy
17,113
+483
+3% +$29.5K 0.14% 173
2024
Q3 		$985K Buy
16,630
+1,840
+12% +$105K 0.13% 196
2024
Q2 		$810K Sell
14,790
-1,133
-7% -$61.9K 0.12% 201
2024
Q1 		$894K Sell
15,923
-629
-4% -$33K 0.13% 183
2023
Q4 		$855K Sell
16,552
-296
-2% -$14K 0.14% 183
2023
Q3 		$774K Sell
16,848
-6,949
-29% -$332K 0.14% 184
2023
Q2 		$1.12M Sell
23,797
-2,862
-11% -$129K 0.2% 127
2023
Q1 		$1.2M Sell
26,659
-291
-1% -$13.4K 0.22% 123
2022
Q4 		$1.18M Buy
26,950
+2,544
+10% +$111K 0.26% 107
2022
Q3 		$949K Buy
24,406
+1,601
+7% +$68.8K 0.23% 118
2022
Q2 		$933K Buy
22,805
+4,277
+23% +$194K 0.22% 130
2022
Q1 		$908K Buy
18,528
+4,998
+37% +$250K 0.18% 154
2021
Q4 		$701K Buy
+13,530
New +$682K 0.12% 198

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

Moloney Securities Asset Management's RDVY Position: Q3 2025 in Review

Moloney Securities Asset Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.9% in Q3 2025, buying an estimated $84.3K and bringing the position to 20,223 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #153.

Moloney Securities Asset Management first reported a position in RDVY in Q4 2021 and has held it in 16 quarters since. 671 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

  • Moloney Securities Asset Management held 20,223 shares of First Trust Rising Dividend Achievers ETF worth $1.36M as of Q3 2025.
  • Moloney Securities Asset Management bought 1,300 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $84.3K.
  • First Trust Rising Dividend Achievers ETF made up 0.16% of Moloney Securities Asset Management's portfolio in Q3 2025, its #153 holding.
  • Moloney Securities Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 16 quarters since.
  • 671 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.