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

StoneCrest Wealth Management’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 Q2	$9.56M	Sell	117,964 -169	-0.1%	-$12.7K	3.06%	11
2026 Q1	$8.07M	Buy	118,133 +1,420	+1%	+$101K	3.41%	8
2025 Q4	$8.11M	Buy	116,713 +10,361	+10%	+$704K	3.27%	8
2025 Q3	$7.15M	Buy	106,352 +2,829	+3%	+$184K	3.13%	8
2025 Q2	$6.5M	Sell	103,523 -9,252	-8%	-$544K	3.09%	9
2025 Q1	$6.6M	Buy	+112,775	New	+$6.85M	4.2%	5

Other funds holding RDVY

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return