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

Presidio 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	-4,717	Closed	-$279K	–	83
2024 Q4	$279K	Sell	4,717 -1,225	-21%	-$74.7K	0.15%	50
2024 Q3	$352K	Sell	5,942 -1,375	-19%	-$78.2K	0.22%	47
2024 Q2	$401K	Sell	7,317 -69,069	-90%	-$3.78M	0.28%	38
2024 Q1	$4.29M	Buy	+76,386	New	+$4.01M	3.13%	9
2022 Q2	–	Sell	-382,023	Closed	-$18.7M	–	32
2022 Q1	$18.7M	Sell	382,023 -22,243	-6%	-$1.11M	16.22%	2
2021 Q4	$20.9M	Buy	+404,266	New	+$20.4M	17.97%	2

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Presidio Capital Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2025, closing a stake of 4,717 shares — an estimated $279K sold.

Presidio Capital Management first reported a position in RDVY in Q4 2021 and held it in 6 quarters. The position peaked at $20.9M in Q4 2021. 646 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

Presidio Capital Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
Presidio Capital Management sold 4,717 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $279K.
Presidio Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 6 quarters.
Presidio Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $20.9M in Q4 2021.
646 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Presidio Capital Management's 13F filing for Q1 2025, filed 8 Apr 2025.