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Orion Portfolio Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Orion Portfolio Solutions’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 		$5.19M Buy
88,680
+24,548
+38% +$1.49M 0.05% 339
2024
Q4 		$3.79M Buy
64,132
+17,235
+37% +$1.05M 0.04% 409
2024
Q3 		$2.78M Sell
46,897
-21,901
-32% -$1.25M 0.03% 534
2024
Q2 		$3.77M Buy
68,798
+7,624
+12% +$417K 0.04% 394
2024
Q1 		$3.44M Sell
61,174
-2,136
-3% -$112K 0.04% 432
2023
Q4 		$3.27M Sell
63,310
-3,530
-5% -$167K 0.04% 421
2023
Q3 		$3.07M Sell
66,840
-9,967
-13% -$476K 0.04% 433
2023
Q2 		$3.62M Sell
76,807
-10,730
-12% -$485K 0.04% 420
2023
Q1 		$3.93M Buy
87,537
+2,809
+3% +$129K 0.05% 332
2022
Q4 		$3.72M Buy
84,728
+16,714
+25% +$731K 0.13% 112
2022
Q3 		$2.64M Buy
68,014
+13,462
+25% +$579K 0.1% 128
2022
Q2 		$2.23M Buy
54,552
+7,458
+16% +$338K 0.09% 145
2022
Q1 		$2.31M Buy
47,094
+40,993
+672% +$2.05M 0.08% 153
2021
Q4 		$316K Buy
+6,101
New +$308K 0.01% 559
2020
Q3 		– Sell
-296
Closed -$9K – 1677
2020
Q2 		$9K Hold
296
– – ﹤0.01% 1254
2020
Q1 		$8K Buy
+296
New +$9.61K ﹤0.01% 1164

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

Orion Portfolio Solutions's RDVY Position: Q1 2025 in Review

Orion Portfolio Solutions increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 38% in Q1 2025, buying an estimated $1.49M and bringing the position to 88,680 shares worth $5.19M. The position accounts for 0.05% of the portfolio, ranked #339.

Orion Portfolio Solutions first reported a position in RDVY in Q1 2020 and has held it in 16 quarters since. 646 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

  • Orion Portfolio Solutions held 88,680 shares of First Trust Rising Dividend Achievers ETF worth $5.19M as of Q1 2025.
  • Orion Portfolio Solutions bought 24,548 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $1.49M.
  • First Trust Rising Dividend Achievers ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #339 holding.
  • Orion Portfolio Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 16 quarters since.
  • 646 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.