NewSquare Capital’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

NewSquare Capital’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	–	Sell	-3,018	Closed	-$189K	–	982
2025 Q2	$189K	Hold	3,018	–	–	0.01%	184
2025 Q1	$177K	Hold	3,018	–	–	0.01%	179
2024 Q4	$178K	Buy	+3,018	New	+$184K	0.01%	166
2024 Q2	–	Sell	-3,018	Closed	-$170K	–	436
2024 Q1	$170K	Buy	+3,018	New	+$158K	0.02%	155
2020 Q3	–	Sell	-83	Closed	-$3K	–	379
2020 Q2	$3K	Buy	+83	New	+$2.42K	﹤0.01%	296

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

NewSquare Capital's RDVY Position: Q3 2025 in Review

NewSquare Capital sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2025, closing a stake of 3,018 shares — an estimated $189K sold.

NewSquare Capital first reported a position in RDVY in Q2 2020 and held it in 5 quarters. The position peaked at $189K in Q2 2025. 672 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

NewSquare Capital reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 3,018 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $189K.
NewSquare Capital first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and held it in 5 quarters.
NewSquare Capital's First Trust Rising Dividend Achievers ETF position peaked at $189K in Q2 2025.
672 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.