Retireful LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Retireful LLC’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	-18,277	Closed	-$1.23M	–	125
2025 Q3	$1.23M	Buy	+18,277	New	+$1.19M	1.19%	31
2025 Q2	–	Sell	-22,853	Closed	-$1.33M	–	168
2025 Q1	$1.33M	Buy	+22,853	New	+$1.39M	1.25%	21
2024 Q1	–	Sell	-7,117	Closed	-$368K	–	128
2023 Q4	$368K	Buy	+7,117	New	+$336K	0.16%	85
2023 Q3	–	Sell	-55,570	Closed	-$2.62M	–	110
2023 Q2	$2.62M	Buy	+55,570	New	+$2.51M	0.99%	12

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Retireful LLC's RDVY Position: Q4 2025 in Review

Retireful LLC sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2025, closing a stake of 18,277 shares — an estimated $1.23M sold.

Retireful LLC first reported a position in RDVY in Q2 2023 and held it in 4 quarters. The position peaked at $2.62M in Q2 2023. 755 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

Retireful LLC reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
Retireful LLC sold 18,277 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $1.23M.
Retireful LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and held it in 4 quarters.
Retireful LLC's First Trust Rising Dividend Achievers ETF position peaked at $2.62M in Q2 2023.
755 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on Retireful LLC's 13F filing for Q4 2025, filed 15 Jan 2026.