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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 0.1% 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 0.11% 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 $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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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