Sandy Spring Bank’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sandy Spring Bank’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	$5.22M	Buy	89,194 +42,946	+93%	+$2.61M	0.22%	104
2024 Q4	$2.74M	Buy	46,248 +11,406	+33%	+$696K	0.11%	149
2024 Q3	$2.06M	Buy	34,842 +2,405	+7%	+$137K	0.08%	172
2024 Q2	$1.78M	Buy	32,437 +2,444	+8%	+$134K	0.08%	173
2024 Q1	$1.68M	Buy	29,993 +1,861	+7%	+$97.6K	0.08%	175
2023 Q4	$1.45M	Buy	28,132 +3,734	+15%	+$176K	0.07%	184
2023 Q3	$1.12M	Buy	24,398 +760	+3%	+$36.3K	0.06%	193
2023 Q2	$1.11M	Buy	23,638 +3,387	+17%	+$153K	0.06%	200
2023 Q1	$909K	Sell	20,251 -9	-0%	-$413	0.05%	218
2022 Q4	$890K	Buy	20,260 +5,698	+39%	+$249K	0.05%	217
2022 Q3	$566K	Buy	14,562 +1,430	+11%	+$61.5K	0.04%	237
2022 Q2	$537K	Buy	13,132 +3,428	+35%	+$155K	0.03%	241
2022 Q1	$475K	Buy	9,704 +2,225	+30%	+$111K	0.02%	255
2021 Q4	$387K	Buy	7,479 +5,191	+227%	+$262K	0.02%	281
2021 Q3	$109K	Buy	+2,288	New	+$111K	0.01%	409

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

Sandy Spring Bank's RDVY Position: Q1 2025 in Review

Sandy Spring Bank increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 93% in Q1 2025, buying an estimated $2.61M and bringing the position to 89,194 shares worth $5.22M. The position accounts for 0.22% of the portfolio, ranked #104.

Sandy Spring Bank first reported a position in RDVY in Q3 2021 and has held it in 15 quarters since. 646 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

Sandy Spring Bank held 89,194 shares of First Trust Rising Dividend Achievers ETF worth $5.22M as of Q1 2025.
Sandy Spring Bank bought 42,946 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $2.61M.
First Trust Rising Dividend Achievers ETF made up 0.22% of Sandy Spring Bank's portfolio in Q1 2025, its #104 holding.
Sandy Spring Bank first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 15 quarters since.
646 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.