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Wood Tarver Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-170
Closed -$10K – 529
2025
Q2 		$10K Hold
170
– – ﹤0.01% 421
2025
Q1 		$9.95K Hold
170
– – ﹤0.01% 417
2024
Q4 		$10K Buy
+170
New +$10.4K ﹤0.01% 407

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $570B AUM 27.57% 1-Year Est. Return

Wood Tarver Financial Group's RDVY Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2025, closing a stake of 170 shares — an estimated $10K sold.

Wood Tarver Financial Group first reported a position in RDVY in Q4 2024 and held it in 3 quarters. The position peaked at $10K in Q2 2025. 671 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 170 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $10K.
  • Wood Tarver Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $10K in Q2 2025.
  • 671 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.