Stephens Consulting’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Stephens Consulting’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	–	Sell	-110	Closed	-$6.44K	–	1815
2025 Q1	$6.44K	Hold	110	–	–	﹤0.01%	366
2024 Q4	$6.51K	Buy	+110	New	+$6.71K	﹤0.01%	389
2024 Q3	–	Sell	-145	Closed	-$7.94K	–	624
2024 Q2	$7.94K	Hold	145	–	–	﹤0.01%	363
2024 Q1	$8.14K	Sell	145 -141	-49%	-$7.4K	﹤0.01%	327
2023 Q4	$14.8K	Hold	286	–	–	0.01%	279
2023 Q3	$13.1K	Hold	286	–	–	0.01%	285
2023 Q2	$13.5K	Hold	286	–	–	0.01%	278
2023 Q1	$12.8K	Hold	286	–	–	0.01%	289
2022 Q4	$12.6K	Hold	286	–	–	0.01%	273
2022 Q3	$11.1K	Hold	286	–	–	0.01%	318
2022 Q2	$11.7K	Hold	286	–	–	0.01%	304
2022 Q1	$14K	Hold	286	–	–	0.01%	311
2021 Q4	$14.8K	Buy	+286	New	+$14.4K	0.01%	347

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Consulting's RDVY Position: Q2 2025 in Review

Stephens Consulting sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2025, closing a stake of 110 shares — an estimated $6.44K sold.

Stephens Consulting first reported a position in RDVY in Q4 2021 and held it in 13 quarters. The position peaked at $14.8K in Q4 2021. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

Stephens Consulting reported no remaining First Trust Rising Dividend Achievers ETF position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 110 First Trust Rising Dividend Achievers ETF shares in Q2 2025, an estimated $6.44K.
Stephens Consulting first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and held it in 13 quarters.
Stephens Consulting's First Trust Rising Dividend Achievers ETF position peaked at $14.8K in Q4 2021.
650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.