1776 Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

1776 Wealth’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	$947K	Buy	13,871 +145	+1%	+$10.3K	0.37%	51
2025 Q4	$954K	Buy	13,726 +8,245	+150%	+$560K	0.36%	49
2025 Q3	$369K	Sell	5,481 -1,220	-18%	-$79.1K	0.14%	99
2025 Q2	$420K	Sell	6,701 -75	-1%	-$4.41K	0.17%	101
2025 Q1	$397K	Hold	6,776	–	–	0.18%	99
2024 Q4	$401K	Sell	6,776 -9	-0.1%	-$549	0.18%	96
2024 Q3	$402K	Sell	6,785 -604	-8%	-$34.3K	0.18%	104
2024 Q2	$405K	Sell	7,389 -851	-10%	-$46.5K	0.18%	105
2024 Q1	$463K	Sell	8,240 -6	-0.1%	-$315	0.22%	84
2023 Q4	$426K	Hold	8,246	–	–	0.21%	85
2023 Q3	$379K	Hold	8,246	–	–	0.2%	86
2023 Q2	$388K	Buy	8,246 +1,375	+20%	+$62.2K	0.2%	91
2023 Q1	$308K	Hold	6,871	–	–	0.19%	91
2022 Q4	$302K	Buy	+6,871	New	+$300K	0.22%	94
2022 Q3	–	Sell	-5,026	Closed	-$206K	–	115
2022 Q2	$206K	Hold	5,026	–	–	0.14%	116
2022 Q1	$246K	Buy	+5,026	New	+$251K	0.14%	107
2020 Q3	–	Sell	-427	Closed	-$13K	–	266
2020 Q2	$13K	Sell	427 -443	-51%	-$12.9K	0.01%	271
2020 Q1	$26K	Buy	870 +430	+98%	+$14K	0.01%	265
2019 Q4	$15K	Buy	+440	New	+$14.9K	0.01%	252

Other funds holding RDVY

LPL Financial San Diego, California $377B AUM 19.32% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

1776 Wealth's RDVY Position: Q1 2026 in Review

1776 Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.1% in Q1 2026, buying an estimated $10.3K and bringing the position to 13,871 shares worth $947K. The position accounts for 0.37% of the portfolio, ranked #51.

1776 Wealth first reported a position in RDVY in Q4 2019 and has held it in 19 quarters since. The position peaked at $954K in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

1776 Wealth held 13,871 shares of First Trust Rising Dividend Achievers ETF worth $947K as of Q1 2026.
1776 Wealth bought 145 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $10.3K.
First Trust Rising Dividend Achievers ETF made up 0.37% of 1776 Wealth's portfolio in Q1 2026, its #51 holding.
1776 Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 19 quarters since.
1776 Wealth's First Trust Rising Dividend Achievers ETF position peaked at $954K in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.