Goldstein Advisors, LLC RDVY holdings history
FIRST TRUST RISING DIVIDEND · CUSIP 33738R506 · CIK 1963807
As of 2026-06-30, Goldstein Advisors, LLC reported 4.87K RDVY (shares), valued at $394.68K, or 0.04% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares unchanged; reported value increased 18.72%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.04% | 4,869 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 0.04% | 4,869 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 0.04% | 4,878 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 0.04% | 4,915 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 0.04% | 5,174 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 0.05% | 5,491 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 0.05% | 5,636 | SEC filing ↗Filed Jan 17, 2025 |
| Q3 2024 | 0.05% | 5,859 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 0.05% | 5,990 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 0.06% | 6,050 | SEC filing ↗Filed May 13, 2024 |
| Q4 2023 | 0.07% | 8,395 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 4.37% | 455,661 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.37% | 455,661 | $20.94M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 0.07% | 8,395 | $433.77K | Shares decreased 98.16%; reported value decreased 97.93%, and weight changed -4.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 0.06% | 6,050 | $339.83K | Shares decreased 27.93%; reported value decreased 21.66%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2024 |
| Q2 2024 | 0.05% | 5,990 | $327.95K | Shares decreased 0.99%; reported value decreased 3.49%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 0.05% | 5,859 | $346.91K | Shares decreased 2.19%; reported value increased 5.78%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 0.05% | 5,636 | $333.31K | Shares decreased 3.81%; reported value decreased 3.92%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 17, 2025 |
| Q1 2025 | 0.05% | 5,491 | $321.44K | Shares decreased 2.57%; reported value decreased 3.56%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.04% | 5,174 | $324.62K | Shares decreased 5.77%; reported value increased 0.99%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 0.04% | 4,915 | $330.58K | Shares decreased 5.01%; reported value increased 1.84%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 0.04% | 4,878 | $338.88K | Shares decreased 0.75%; reported value increased 2.51%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 0.04% | 4,869 | $332.45K | Shares decreased 0.18%; reported value decreased 1.89%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 0.04% | 4,869 | $394.68K | Shares unchanged; reported value increased 18.72%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 2026 |
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