ORG Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

ORG Partners’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	$13.6M	Sell	196,185 -5,434	-3%	-$369K	2.4%	3
2025 Q3	$13.5M	Sell	201,619 -15,379	-7%	-$998K	2.45%	3
2025 Q2	$13.7M	Sell	216,998 -17,453	-7%	-$1.03M	2.93%	3
2025 Q1	$13.8M	Buy	234,451 +32,331	+16%	+$1.97M	3.39%	3
2024 Q4	$12M	Buy	202,120 +145,866	+259%	+$8.9M	1.62%	14
2024 Q3	$3.33M	Buy	56,254 +55,953	+18,589%	+$3.18M	0.53%	39
2024 Q2	$16.5K	Buy	+301	New	+$16.5K	﹤0.01%	1138
2024 Q1	–	Sell	-300	Closed	-$15.5K	–	959
2023 Q4	$15.5K	Buy	+300	New	+$14.2K	﹤0.01%	698

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

ORG Partners's RDVY Position: Q4 2025 in Review

ORG Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.7% in Q4 2025, selling an estimated $369K and leaving 196,185 shares worth $13.6M. The position accounts for 2.4% of the portfolio, ranked #3.

ORG Partners first reported a position in RDVY in Q4 2023 and has held it in 8 quarters since. The position peaked at $13.8M in Q1 2025. 752 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

ORG Partners held 196,185 shares of First Trust Rising Dividend Achievers ETF worth $13.6M as of Q4 2025.
ORG Partners sold 5,434 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $369K.
First Trust Rising Dividend Achievers ETF made up 2.4% of ORG Partners's portfolio in Q4 2025, its #3 holding.
ORG Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 8 quarters since.
ORG Partners's First Trust Rising Dividend Achievers ETF position peaked at $13.8M in Q1 2025.
752 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.