PTP
RDVY icon

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

Platform Technology 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
2026
Q1 		$2.16M Buy
31,671
+3,658
+13% +$260K 0.42% 57
2025
Q4 		$1.95M Buy
28,013
+5,096
+22% +$346K 0.41% 59
2025
Q3 		$1.54M Buy
22,917
+1,486
+7% +$96.4K 0.37% 70
2025
Q2 		$1.34M Buy
21,431
+1,127
+6% +$66.3K 0.35% 73
2025
Q1 		$1.19M Buy
20,304
+726
+4% +$44.1K 0.35% 77
2024
Q4 		$1.16M Buy
19,578
+4,112
+27% +$251K 0.35% 75
2024
Q3 		$916K Buy
15,466
+2,775
+22% +$158K 0.29% 87
2024
Q2 		$695K Buy
+12,691
New +$694K 0.24% 90

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