XWM
RDVY icon

Xcel Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Xcel Wealth Management’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 		$331K Hold
4,845
– – 0.09% 119
2025
Q4 		$337K Hold
4,845
– – 0.09% 122
2025
Q3 		$326K Hold
4,845
– – 0.08% 121
2025
Q2 		$304K Hold
4,845
– – 0.09% 115
2025
Q1 		$284K Hold
4,845
– – 0.09% 115
2024
Q4 		$287K Hold
4,845
– – 0.08% 115
2024
Q3 		$287K Hold
4,845
– – 0.08% 112
2024
Q2 		$265K Hold
4,845
– – 0.08% 110
2024
Q1 		$272K Buy
4,845
+17
+0.4% +$892 0.09% 108
2023
Q4 		$249K Hold
4,828
– – 0.09% 101
2023
Q3 		$222K Hold
4,828
– – 0.09% 99
2023
Q2 		$227K Hold
4,828
– – 0.07% 121
2023
Q1 		$217K Hold
4,828
– – 0.08% 120
2022
Q4 		$212K Buy
+4,828
New +$211K 0.08% 119

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $376B 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 $501B AUM 22.01% 1-Year Est. Return
Ameriprise
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
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