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Private Advisory Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Private Advisory Group’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 		– Sell
-133,214
Closed -$8.96M – 270
2025
Q3 		$8.96M Sell
133,214
-18,569
-12% -$1.2M 0.74% 49
2025
Q2 		$9.52M Buy
151,783
+1,586
+1% +$93.3K 0.86% 40
2025
Q1 		$8.79M Sell
150,197
-12,516
-8% -$761K 0.98% 31
2024
Q4 		$9.62M Buy
162,713
+70,212
+76% +$4.28M 1.08% 22
2024
Q3 		$5.48M Buy
92,501
+70,321
+317% +$4M 0.65% 37
2024
Q2 		$1.21M Buy
+22,180
New +$1.21M 0.16% 96
2023
Q4 		– Sell
-13,688
Closed -$629K – 223
2023
Q3 		$629K Sell
13,688
-38,899
-74% -$1.86M 0.12% 125
2023
Q2 		$2.48M Buy
+52,587
New +$2.38M 0.49% 52
2023
Q1 		– Sell
-56,948
Closed -$2.5M – 227
2022
Q4 		$2.5M Buy
+56,948
New +$2.49M 0.55% 48
2022
Q2 		– Sell
-69,153
Closed -$3.39M – 192
2022
Q1 		$3.39M Buy
69,153
+49,203
+247% +$2.46M 0.66% 46
2021
Q4 		$1.03M Buy
19,950
+13,044
+189% +$658K 0.19% 72
2021
Q3 		$328K Sell
6,906
-6,415
-48% -$311K 0.08% 98
2021
Q2 		$640K Buy
+13,321
New +$638K 0.16% 84
2020
Q3 		– Sell
-51,467
Closed -$1.59M – 118
2020
Q2 		$1.59M Buy
+51,467
New +$1.5M 0.65% 45
2020
Q1 		– Sell
-49,529
Closed -$1.78M – 122
2019
Q4 		$1.78M Buy
+49,529
New +$1.68M 0.71% 46
2018
Q4 		– Sell
-11,284
Closed -$343K – 150
2018
Q3 		$343K Buy
11,284
+12
+0.1% +$372 0.18% 102
2018
Q2 		$338K Sell
11,272
-15,780
-58% -$477K 0.17% 112
2018
Q1 		$883K Buy
+27,052
New +$828K 0.54% 50
2017
Q4 		– Sell
-30,377
Closed -$860K – 141
2017
Q3 		$860K Buy
30,377
+2,254
+8% +$61.6K 0.51% 48
2017
Q2 		$686K Buy
28,123
+8,502
+43% +$228K 0.41% 58
2017
Q1 		$494K Sell
19,621
-1,917
-9% -$49.8K 0.33% 87
2016
Q4 		$496K Buy
+21,538
New +$509K 0.34% 62

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Private Advisory Group's RDVY Position: Q4 2025 in Review

Private Advisory Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2025, closing a stake of 133,214 shares — an estimated $8.96M sold.

Private Advisory Group first reported a position in RDVY in Q4 2016 and held it in 22 quarters. The position peaked at $9.62M in Q4 2024. 752 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • Private Advisory Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Private Advisory Group sold 133,214 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $8.96M.
  • Private Advisory Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2016 and held it in 22 quarters.
  • Private Advisory Group's First Trust Rising Dividend Achievers ETF position peaked at $9.62M in Q4 2024.
  • 752 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on Private Advisory Group's 13F filing for Q4 2025, filed 15 Jan 2026.