Wiser Advisor Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wiser Advisor 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
2026 Q1	$63K	Buy	923 +3	+0.3%	+$214	0.08%	83
2025 Q4	$63.9K	Buy	920 +2	+0.2%	+$136	0.07%	81
2025 Q3	$61.7K	Buy	+918	New	+$59.6K	0.08%	80
2025 Q2	–	Sell	-913	Closed	-$53.5K	–	205
2025 Q1	$53.5K	Buy	913 +4	+0.4%	+$243	0.08%	92
2024 Q4	$53.8K	Buy	909 +4	+0.4%	+$244	0.08%	94
2024 Q3	$53.6K	Buy	905 +3	+0.3%	+$171	0.08%	93
2024 Q2	$49.4K	Buy	902 +178	+25%	+$9.73K	0.08%	94
2024 Q1	$40.7K	Buy	724 +7	+1%	+$367	0.06%	106
2023 Q4	$37K	Buy	+717	New	+$33.9K	0.06%	111

Other funds holding RDVY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return