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Prosperity Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Prosperity Wealth 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
Q4 		$203K Buy
+2,927
New +$199K 0.07% 242
2023
Q2 		– Sell
-8,224
Closed -$369K – 186
2023
Q1 		$369K Sell
8,224
-1,316
-14% -$60.4K 0.29% 67
2022
Q4 		$419K Buy
+9,540
New +$417K 0.39% 56

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prosperity Wealth Management's RDVY Position: Q4 2025 in Review

Prosperity Wealth Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2025: 2,927 shares worth $203K. The stake represents 0.07% of the portfolio and ranks #242 among its holdings. This is a return to the name: Prosperity Wealth Management previously reported a position in RDVY as recently as Q1 2023.

Prosperity Wealth Management first reported a position in RDVY in Q4 2022 and has held it in 3 quarters since. The position peaked at $419K in Q4 2022. 755 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • Prosperity Wealth Management held 2,927 shares of First Trust Rising Dividend Achievers ETF worth $203K as of Q4 2025.
  • First Trust Rising Dividend Achievers ETF was a new Prosperity Wealth Management position in Q4 2025.
  • First Trust Rising Dividend Achievers ETF made up 0.07% of Prosperity Wealth Management's portfolio in Q4 2025, its #242 holding.
  • Prosperity Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 3 quarters since.
  • Prosperity Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $419K in Q4 2022.
  • 755 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.