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

Objective Capital 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
Q1 		– Sell
-21,903
Closed -$1.3M – 126
2024
Q4 		$1.3M Sell
21,903
-12,123
-36% -$740K 0.87% 33
2024
Q3 		$2.01M Buy
+34,026
New +$1.94M 1.18% 24
2024
Q1 		$1.55M Buy
27,646
+679
+3% +$35.6K 1.05% 29
2023
Q4 		$1.39M Buy
26,967
+4,058
+18% +$192K 1.06% 28
2023
Q3 		$1.05M Buy
22,909
+2,770
+14% +$132K 0.93% 31
2023
Q2 		$949K Buy
20,139
+1,021
+5% +$46.2K 0.83% 37
2023
Q1 		$858K Buy
19,118
+1,062
+6% +$48.8K 0.78% 35
2022
Q4 		$793K Sell
18,056
-390
-2% -$17.1K 0.79% 36
2022
Q3 		$717K Buy
18,446
+3,963
+27% +$170K 0.76% 36
2022
Q2 		$593K Buy
14,483
+1,684
+13% +$76.3K 0.6% 43
2022
Q1 		$627K Buy
12,799
+7,882
+160% +$394K 0.48% 48
2021
Q4 		$255K Buy
+4,917
New +$248K 0.18% 100

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Objective Capital Management's RDVY Position: Q1 2025 in Review

Objective Capital Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2025, closing a stake of 21,903 shares — an estimated $1.3M sold.

Objective Capital Management first reported a position in RDVY in Q4 2021 and held it in 12 quarters. The position peaked at $2.01M in Q3 2024. 646 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

  • Objective Capital Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Objective Capital Management sold 21,903 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $1.3M.
  • Objective Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 12 quarters.
  • Objective Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $2.01M in Q3 2024.
  • 646 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.