SW
RDVY icon

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

SteelPeak 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
2025
Q4 		– Sell
-36,364
Closed -$2.45M – 628
2025
Q3 		$2.45M Buy
36,364
+2,431
+7% +$158K 0.08% 188
2025
Q2 		$2.13M Sell
33,933
-3,708
-10% -$218K 0.08% 186
2025
Q1 		$2.2M Sell
37,641
-380
-1% -$23.1K 0.09% 173
2024
Q4 		$2.25M Buy
38,021
+782
+2% +$47.7K 0.09% 166
2024
Q3 		$2.2M Buy
37,239
+577
+2% +$32.8K 0.1% 163
2024
Q2 		$2.01M Sell
36,662
-1,530
-4% -$83.6K 0.09% 164
2024
Q1 		$2.15M Buy
38,192
+223
+0.6% +$11.7K 0.11% 149
2023
Q4 		$1.96M Buy
37,969
+1,599
+4% +$75.6K 0.11% 143
2023
Q3 		$1.67M Buy
36,370
+18
+0% +$861 0.1% 144
2023
Q2 		$1.71M Buy
+36,352
New +$1.64M 0.1% 138

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SteelPeak Wealth's RDVY Position: Q4 2025 in Review

SteelPeak Wealth sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2025, closing a stake of 36,364 shares — an estimated $2.45M sold.

SteelPeak Wealth first reported a position in RDVY in Q2 2023 and held it in 10 quarters. The position peaked at $2.45M in Q3 2025. 755 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • SteelPeak Wealth reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 36,364 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $2.45M.
  • SteelPeak Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and held it in 10 quarters.
  • SteelPeak Wealth's First Trust Rising Dividend Achievers ETF position peaked at $2.45M in Q3 2025.
  • 755 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.