US Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

US Financial Advisors’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	$11.5M	Sell	195,898 -4,288	-2%	-$261K	3.39%	7
2024 Q4	$11.8M	Buy	200,186 +3,738	+2%	+$228K	3.64%	7
2024 Q3	$11.6M	Buy	196,448 +4,099	+2%	+$233K	3.62%	7
2024 Q2	$10.5M	Buy	192,349 +3,102	+2%	+$170K	3.53%	8
2024 Q1	$10.6M	Buy	189,247 +5,393	+3%	+$283K	3.68%	9
2023 Q4	$9.5M	Buy	183,854 +5,259	+3%	+$249K	3.54%	10
2023 Q3	$8.21M	Buy	178,595 +10,872	+6%	+$520K	3.41%	10
2023 Q2	$7.9M	Buy	167,723 +7,211	+4%	+$326K	3.36%	10
2023 Q1	$7.2M	Buy	160,512 +7,723	+5%	+$355K	3.21%	12
2022 Q4	$6.71M	Buy	152,789 +7,083	+5%	+$310K	3.37%	11
2022 Q3	$5.67M	Buy	145,706 +14,685	+11%	+$631K	3.17%	13
2022 Q2	$5.36M	Buy	131,021 +4,541	+4%	+$206K	3.01%	14
2022 Q1	$6.2M	Buy	126,480 +44,874	+55%	+$2.24M	2.98%	13
2021 Q4	$4.23M	Buy	81,606 +3,473	+4%	+$175K	1.92%	17
2021 Q3	$3.71M	Buy	78,133 +1,939	+3%	+$93.9K	1.84%	17
2021 Q2	$3.66M	Buy	76,194 +2,739	+4%	+$131K	1.79%	17
2021 Q1	$3.34M	Buy	+73,455	New	+$3.13M	0.93%	26

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 $79.5B AUM 27.1% 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

US Financial Advisors's RDVY Position: Q1 2025 in Review

US Financial Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.1% in Q1 2025, selling an estimated $261K and leaving 195,898 shares worth $11.5M. The position accounts for 3.39% of the portfolio, ranked #7.

US Financial Advisors first reported a position in RDVY in Q1 2021 and has held it in 17 quarters since. The position peaked at $11.8M in Q4 2024. 646 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

US Financial Advisors held 195,898 shares of First Trust Rising Dividend Achievers ETF worth $11.5M as of Q1 2025.
US Financial Advisors sold 4,288 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $261K.
First Trust Rising Dividend Achievers ETF made up 3.39% of US Financial Advisors's portfolio in Q1 2025, its #7 holding.
US Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 17 quarters since.
US Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $11.8M in Q4 2024.
646 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.