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Touchstone Capital’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Touchstone Capital’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
-20,331
Closed -$1.37M – 40
2025
Q3 		$1.37M Buy
+20,331
New +$1.32M 0.7% 24

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 $1.66T 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return

Touchstone Capital's RDVY Position: Q4 2025 in Review

Touchstone Capital sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q4 2025, closing a stake of 20,331 shares — an estimated $1.37M sold.

Touchstone Capital first reported a position in RDVY in Q3 2025 and held it in 1 quarter. The position peaked at $1.37M in Q3 2025. 754 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

  • Touchstone Capital reported no remaining First Trust Rising Dividend Achievers ETF position as of Q4 2025 after selling out during the quarter.
  • Touchstone Capital sold 20,331 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $1.37M.
  • Touchstone Capital first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and held it in 1 quarter.
  • Touchstone Capital's First Trust Rising Dividend Achievers ETF position peaked at $1.37M in Q3 2025.
  • 754 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on Touchstone Capital's 13F filing for Q4 2025.