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PSI Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

PSI Advisors’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
Q2 		– Sell
-1,120
Closed -$65.6K – 554
2025
Q1 		$65.6K Hold
1,120
– – 0.02% 209
2024
Q4 		$66.2K Hold
1,120
– – 0.02% 238
2024
Q3 		$66.3K Hold
1,120
– – 0.02% 235
2024
Q2 		$61.3K Hold
1,120
– – 0.02% 233
2024
Q1 		$62.9K Sell
1,120
-88
-7% -$4.62K 0.02% 227
2023
Q4 		$62.4K Sell
1,208
-9,035
-88% -$427K 0.02% 232
2023
Q3 		$471K Sell
10,243
-1,829
-15% -$87.4K 0.2% 77
2023
Q2 		$569K Sell
12,072
-5,387
-31% -$244K 0.25% 69
2023
Q1 		$783K Sell
17,459
-1,153
-6% -$53K 0.38% 51
2022
Q4 		$817K Sell
18,612
-580
-3% -$25.4K 0.44% 45
2022
Q3 		$746K Sell
19,192
-58,743
-75% -$2.53M 0.39% 52
2022
Q2 		$3.19M Sell
77,935
-12,522
-14% -$568K 1.57% 14
2022
Q1 		$4.43M Buy
90,457
+1,425
+2% +$71.2K 1.82% 12
2021
Q4 		$4.61M Sell
89,032
-2,329
-3% -$117K 1.88% 11
2021
Q3 		$4.34M Sell
91,361
-3,031
-3% -$147K 1.99% 9
2021
Q2 		$4.53M Buy
94,392
+3,596
+4% +$172K 2.39% 9
2021
Q1 		$4.13M Buy
+90,796
New +$3.87M 2.43% 8

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

PSI Advisors's RDVY Position: Q2 2025 in Review

PSI Advisors sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 1,120 shares — an estimated $65.6K sold.

PSI Advisors first reported a position in RDVY in Q1 2021 and held it in 17 quarters. The position peaked at $4.61M in Q4 2021. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

  • PSI Advisors reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 1,120 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $65.6K.
  • PSI Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and held it in 17 quarters.
  • PSI Advisors's First Trust Rising Dividend Achievers ETF position peaked at $4.61M in Q4 2021.
  • 650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.