Summit Securities Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-15	Closed	-$887	–	1048
2024 Q4	$887	Buy	+15	New	+$915	﹤0.01%	555
2023 Q2	–	Sell	-1	Closed	–	–	1054
2023 Q1	$0	Buy	+1	New	+$46	﹤0.01%	1197
2022 Q4	–	Sell	-1	Closed	–	–	1329
2022 Q3	$0	Buy	+1	New	+$43	﹤0.01%	1126

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Summit Securities Group's RDVY Position: Q1 2025 in Review

Summit Securities Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2025, closing a stake of 15 shares — an estimated $887 sold.

Summit Securities Group first reported a position in RDVY in Q3 2022 and held it in 3 quarters. The position peaked at $887 in Q4 2024. 646 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

Summit Securities Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2025 after selling out during the quarter.
Summit Securities Group sold 15 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $887.
Summit Securities Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and held it in 3 quarters.
Summit Securities Group's First Trust Rising Dividend Achievers ETF position peaked at $887 in Q4 2024.
646 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.