Woodmont Investment Counsel’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Woodmont Investment Counsel’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	-11,756	Closed	-$738K	–	281
2025 Q2	$738K	Buy	11,756 +1,339	+13%	+$78.7K	0.05%	170
2025 Q1	$610K	Buy	10,417 +1,658	+19%	+$101K	0.04%	174
2024 Q4	$518K	Buy	8,759 +2,397	+38%	+$146K	0.04%	184
2024 Q3	$377K	Buy	6,362 +2,422	+61%	+$138K	0.03%	200
2024 Q2	$216K	Buy	+3,940	New	+$215K	0.02%	242

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Woodmont Investment Counsel's RDVY Position: Q3 2025 in Review

Woodmont Investment Counsel sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q3 2025, closing a stake of 11,756 shares — an estimated $738K sold.

Woodmont Investment Counsel first reported a position in RDVY in Q2 2024 and held it in 5 quarters. The position peaked at $738K in Q2 2025. 672 funds tracked by Wall St. Rank hold RDVY as of Q3 2025.

Woodmont Investment Counsel reported no remaining First Trust Rising Dividend Achievers ETF position as of Q3 2025 after selling out during the quarter.
Woodmont Investment Counsel sold 11,756 First Trust Rising Dividend Achievers ETF shares in Q3 2025, an estimated $738K.
Woodmont Investment Counsel first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and held it in 5 quarters.
Woodmont Investment Counsel's First Trust Rising Dividend Achievers ETF position peaked at $738K in Q2 2025.
672 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2025.

Based on Woodmont Investment Counsel's 13F filing for Q3 2025, filed 4 Nov 2025.