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RDVY icon

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

SkyOak Wealth’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
2026
Q1 		$280K Buy
4,096
+555
+16% +$39.5K 0.05% 191
2025
Q4 		$246K Sell
3,541
-196
-5% -$13.3K 0.04% 211
2025
Q3 		$251K Hold
3,737
– – 0.05% 212
2025
Q2 		$234K Sell
3,737
-38
-1% -$2.23K 0.05% 217
2025
Q1 		$221K Sell
3,775
-83
-2% -$5.04K 0.05% 218
2024
Q4 		$228K Buy
3,858
+125
+3% +$7.63K 0.05% 220
2024
Q3 		$221K Sell
3,733
-70
-2% -$3.98K 0.05% 213
2024
Q2 		$208K Buy
3,803
+20
+0.5% +$1.09K 0.05% 223
2024
Q1 		$212K Buy
+3,783
New +$198K 0.05% 224

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $564B 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 $528B AUM 27.57% 1-Year Est. Return