Tucker Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Tucker Asset 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
2025 Q4	$287K	Buy	4,128 +206	+5%	+$14K	0.08%	74
2025 Q3	$264K	Sell	3,922 -398	-9%	-$25.8K	0.08%	84
2025 Q2	$271K	Buy	4,320 +175	+4%	+$10.3K	0.09%	73
2025 Q1	$243K	Buy	4,145 +94	+2%	+$5.71K	0.08%	68
2024 Q4	$240K	Sell	4,051 -754	-16%	-$46K	0.03%	117
2024 Q3	$285K	Sell	4,805 -916	-16%	-$52.1K	0.07%	102
2024 Q2	$313K	Buy	5,721 +1,429	+33%	+$78.1K	0.07%	109
2024 Q1	$241K	Buy	4,292 +204	+5%	+$10.7K	0.06%	154
2023 Q4	$211K	Sell	4,088 -157	-4%	-$7.42K	0.05%	138
2023 Q3	$195K	Buy	4,245 +1,584	+60%	+$75.7K	0.05%	138
2023 Q2	$125K	Sell	2,661 -397	-13%	-$18K	0.04%	147
2023 Q1	$137K	Buy	3,058 +1,491	+95%	+$68.5K	0.04%	118
2022 Q4	$69K	Buy	1,567 +130	+9%	+$5.68K	0.02%	122
2022 Q3	$62.8K	Buy	1,437 +785	+120%	+$33.8K	0.02%	115
2022 Q2	$26.7K	Buy	652 +96	+17%	+$4.35K	0.01%	139
2022 Q1	$27.2K	Buy	556 +68	+14%	+$3.4K	0.01%	126
2021 Q4	$25.3K	Sell	488 -111	-19%	-$5.6K	0.01%	139
2021 Q3	$30K	Sell	599 -118	-16%	-$5.72K	0.01%	115
2021 Q2	$34.4K	Sell	717 -57	-7%	-$2.73K	0.02%	95
2021 Q1	$35.2K	Buy	774 +20	+3%	+$853	0.02%	95
2020 Q4	$30.1K	Buy	+754	New	+$27.4K	0.02%	90

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Tucker Asset Management's RDVY Position: Q4 2025 in Review

Tucker Asset Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.3% in Q4 2025, buying an estimated $14K and bringing the position to 4,128 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #74.

Tucker Asset Management first reported a position in RDVY in Q4 2020 and has held it in 21 quarters since. The position peaked at $313K in Q2 2024. 752 funds tracked by Wall St. Rank hold RDVY as of Q4 2025.

Tucker Asset Management held 4,128 shares of First Trust Rising Dividend Achievers ETF worth $287K as of Q4 2025.
Tucker Asset Management bought 206 First Trust Rising Dividend Achievers ETF shares in Q4 2025, an estimated $14K.
First Trust Rising Dividend Achievers ETF made up 0.08% of Tucker Asset Management's portfolio in Q4 2025, its #74 holding.
Tucker Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 21 quarters since.
Tucker Asset Management's First Trust Rising Dividend Achievers ETF position peaked at $313K in Q2 2024.
752 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.