Smith Anglin Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Smith Anglin Financial’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	$292K	Buy	+4,659	New	+$274K	0.03%	165

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Smith Anglin Financial's RDVY Position: Q2 2025 in Review

Smith Anglin Financial opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025: 4,659 shares worth $292K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings.

650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Smith Anglin Financial held 4,659 shares of First Trust Rising Dividend Achievers ETF worth $292K as of Q2 2025.
First Trust Rising Dividend Achievers ETF was a new Smith Anglin Financial position in Q2 2025.
First Trust Rising Dividend Achievers ETF made up 0.03% of Smith Anglin Financial's portfolio in Q2 2025, its #165 holding.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.