Naviter Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Naviter Wealth’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 Q2	–	Sell	-177,732	Closed	-$10.4M	–	304
2025 Q1	$10.4M	Buy	177,732 +10,183	+6%	+$619K	1.26%	14
2024 Q4	$9.91M	Sell	167,549 -643	-0.4%	-$39.2K	1.2%	16
2024 Q3	$9.96M	Buy	168,192 +38,232	+29%	+$2.17M	1.39%	11
2024 Q2	$7.12M	Buy	129,960 +4,750	+4%	+$260K	1.06%	18
2024 Q1	$7.03M	Sell	125,210 -28,543	-19%	-$1.5M	1.15%	18
2023 Q4	$7.94M	Sell	153,753 -899	-0.6%	-$42.5K	1.6%	13
2023 Q3	$7.11M	Sell	154,652 -2,936	-2%	-$140K	1.72%	10
2023 Q2	$7.42M	Buy	+157,588	New	+$7.13M	1.89%	10

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Naviter Wealth's RDVY Position: Q2 2025 in Review

Naviter Wealth sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 177,732 shares — an estimated $10.4M sold.

Naviter Wealth first reported a position in RDVY in Q2 2023 and held it in 8 quarters. The position peaked at $10.4M in Q1 2025. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Naviter Wealth reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Naviter Wealth sold 177,732 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $10.4M.
Naviter Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and held it in 8 quarters.
Naviter Wealth's First Trust Rising Dividend Achievers ETF position peaked at $10.4M in Q1 2025.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Naviter Wealth's 13F filing for Q2 2025, filed 28 Jul 2025.