Tyler-Stone Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Buy
4,302
+1
+0% +$59 0.04% 287
2025
Q1
$252K Buy
4,301
+2
+0% +$122 0.05% 283
2024
Q4
$254K Buy
4,299
+2
+0% +$122 0.05% 277
2024
Q3
$254K Buy
4,297
+2,156
+101% +$123K 0.05% 277
2024
Q2
$117K Buy
2,141
+9
+0.4% +$492 0.05% 259
2024
Q1
$120K Sell
2,132
-180
-8% -$9.44K 0.05% 250
2023
Q4
$119K Sell
2,312
-500
-18% -$23.6K 0.06% 243
2023
Q3
$129K Buy
2,812
+9
+0.3% +$430 0.07% 211
2023
Q2
$132K Buy
+2,803
New +$127K 0.07% 212
2022
Q4
$113K Buy
2,576
+16
+0.6% +$700 0.08% 218
2022
Q3
$100K Buy
2,560
+10
+0.4% +$430 0.08% 220
2022
Q2
$104K Sell
2,550
-284
-10% -$12.9K 0.07% 232
2022
Q1
$139K Buy
2,834
+966
+52% +$48.2K 0.08% 219
2021
Q4
$97K Buy
+1,868
New +$94.2K 0.05% 280

Other funds holding RDVY

Tyler-Stone Wealth Management's RDVY Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.02% in Q2 2025, buying an estimated $59 and bringing the position to 4,302 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #287.

Tyler-Stone Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 14 quarters since. 650 funds tracked by Wall St. Rank hold RDVY as of Q2 2025.

  • Tyler-Stone Wealth Management held 4,302 shares of First Trust Rising Dividend Achievers ETF worth $270K as of Q2 2025.
  • Tyler-Stone Wealth Management bought 1 First Trust Rising Dividend Achievers ETF share in Q2 2025, an estimated $59.
  • First Trust Rising Dividend Achievers ETF made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #287 holding.
  • Tyler-Stone Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 14 quarters since.
  • 650 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.