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Wolf Group Capital Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wolf Group Capital 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 		$5.33M Buy
91,026
+11,367
+14% +$691K 1.79% 13
2024
Q4 		$3.75M Hold
79,659
– – 1.82% 14
2024
Q3 		$3.75M Sell
79,659
-6,421
-7% -$365K 1.78% 15
2024
Q2 		$4.71M Buy
86,080
+6,421
+8% +$351K 1.86% 12
2024
Q1 		$3.75M Hold
79,659
– – 1.78% 15
2023
Q4 		$3.75M Sell
79,659
-2,134
-3% -$101K 1.78% 15
2023
Q3 		$3.76M Buy
81,793
+2,567
+3% +$123K 1.78% 16
2023
Q2 		$3.54M Buy
79,226
+4,600
+6% +$208K 1.76% 15
2023
Q1 		$3.35M Sell
74,626
-6,033
-7% -$277K 1.66% 17
2022
Q4 		$3.54M Buy
80,659
+11,292
+16% +$494K 1.67% 18
2022
Q3 		$2.7M Buy
69,367
+7,862
+13% +$338K 1.48% 21
2022
Q2 		$2.52M Sell
61,505
-20,727
-25% -$940K 1.31% 25
2022
Q1 		$4.03M Sell
82,232
-128,842
-61% -$6.43M 2.06% 11
2021
Q4 		$10.9M Buy
+211,074
New +$10.6M 1.79% 13

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wolf Group Capital Advisors's RDVY Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 14% in Q1 2025, buying an estimated $691K and bringing the position to 91,026 shares worth $5.33M. The position accounts for 1.79% of the portfolio, ranked #13.

Wolf Group Capital Advisors first reported a position in RDVY in Q4 2021 and has held it in 14 quarters since. The position peaked at $10.9M in Q4 2021. 646 funds tracked by Wall St. Rank hold RDVY as of Q1 2025.

  • Wolf Group Capital Advisors held 91,026 shares of First Trust Rising Dividend Achievers ETF worth $5.33M as of Q1 2025.
  • Wolf Group Capital Advisors bought 11,367 First Trust Rising Dividend Achievers ETF shares in Q1 2025, an estimated $691K.
  • First Trust Rising Dividend Achievers ETF made up 1.79% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #13 holding.
  • Wolf Group Capital Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 14 quarters since.
  • Wolf Group Capital Advisors's First Trust Rising Dividend Achievers ETF position peaked at $10.9M in Q4 2021.
  • 646 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.