Bulman Inc’s RDVY Gambit: A Dividend Dynasty?

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What Happened, Historian Style

Behold! On October 20, 2025, the SEC’s dusty archives received a scroll from Chris Bulman Inc., detailing a 55,611-share acquisition of the First Trust Rising Dividend Achievers ETF (RDVY). At $67 per share, this amounted to $3.61 million-a sum that would’ve made even the Medici blink twice. The move elevated RDVY to 4.75% of the firm’s 13F AUM. You’re thinking, “Why 55,611 shares?” Well, dear reader, history is littered with numbers that rhyme with “55,” so let’s call it a poetic gesture.

What Else to Know (Or: The Numbers in the Shadows)

Post-purchase, RDVY’s weight in the portfolio sits at 4.7%, trailing behind QQQ (7.3%), VOO (6.9%), and AAPL (5.9%). The ETF’s price, $67.00, has risen 11.9% year-over-year-impressive, if you ignore the S&P 500’s 15.18% surge. And yes, the dividend yield of 1.30% feels like a whisper in a world of shouting. But remember, history favors the patient. Or, as one monk once said: “Dividends are the slow drip that carves canyons.” 🏞️

Company Overview: A Dividend Dynasty?

Metric Value
AUM N/A
Price (10/20/25) $67.00
Dividend Yield 1.30%
1-Year Total Return 11.93%

RDVY’s strategy? Seek out companies with dividend growth histories as robust as a medieval knight’s armor. They must have strong cash balances (no beggar’s bowls here) and earnings that rise like a phoenix. The fund’s holdings span small-, mid-, and large-cap firms, all vying for the crown of “Dividend Aristocrat.” But let’s not kid ourselves-this isn’t a royal court. It’s a rules-based index, which is just a fancy way of saying “no emotional decisions, thank you very much.”

Foolish Take: Or How to Win Friends and Lose Money

Chris Bulman Inc. tripled its RDVY stake in Q3 2025, a move that screams “I’m here for the dividends, not the drama.” The ETF tracks the Nasdaq US Rising Dividend Achievers index-a collection of companies that raise dividends with the enthusiasm of a bard at a tavern. KLA Corporation, Alphabet, and Applied Materials now hold the top three spots. But let’s not forget: in 2021, the ETF’s quarterly payout was $0.149. By 2025, it’s still $0.149. Progress, perhaps? Or a time capsule?

Glossary: Because Even Historians Need a Dictionary

ETF: An Exchange-Traded Fund, or as the ancients might’ve called it, “A basket of assets for the modern scribe.”

Dividend Yield: Annual dividends divided by price-think of it as the percentage of your money that gets to dance with the queen.

AUM: Asset Under Management. The total value of assets managed, or “How many coins do we have in the vault?”

13F: A quarterly SEC filing. Imagine if the SEC were a medieval court, and 13F was the ledger of who brought the most gold to the feast.

Rules-Based Index: An index built on rules, not whims. Like a kingdom governed by law, not chaos.

Expense Ratio: The annual fee funds charge. A tribute to the gods of bureaucracy.

Total Return: Price change plus dividends. The full story, or “How much did you really win?”

Dividend Growth Equities: Stocks of companies with dividend growth histories. The stock market’s version of a family tree.

Portfolio Diversification: Spreading investments to reduce risk. Like not putting all your eggs in one basket-or in one dragon’s hoard.

Quarter: Three months. The stock market’s way of saying “Let’s take a break and count our gains.”

Index Methodology: The rules for building an index. The stock market’s version of a recipe.

Filing: An official document. The stock market’s version of a scroll.

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2025-10-23 20:34