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ABLE Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

ABLE Financial Group’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 		$5.48M Sell
80,224
-211,644
-73% -$15.1M 1.07% 24
2025
Q4 		$20.3M Sell
291,868
-1,983
-0.7% -$135K 4.12% 4
2025
Q3 		$19.8M Sell
293,851
-8,190
-3% -$531K 4.28% 4
2025
Q2 		$19M Sell
302,041
-2,346
-0.8% -$138K 4.57% 3
2025
Q1 		$17.8M Buy
304,387
+25,812
+9% +$1.57M 5% 3
2024
Q4 		$16.5M Sell
278,575
-23,551
-8% -$1.44M 4.87% 2
2024
Q3 		$17.9M Sell
302,126
-70,258
-19% -$4M 5.53% 2
2024
Q2 		$20.4M Buy
372,384
+318
+0.1% +$17.4K 7.37% 1
2024
Q1 		$20.9M Sell
372,066
-3,677
-1% -$193K 8.21% 1
2023
Q4 		$19.4M Buy
375,743
+12,615
+3% +$596K 8.39% 1
2023
Q3 		$16.7M Buy
363,128
+27,102
+8% +$1.3M 8.34% 1
2023
Q2 		$15.8M Buy
336,026
+75,449
+29% +$3.41M 8.19% 1
2023
Q1 		$11.7M Buy
+260,577
New +$12M 7.62% 1

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B 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 $570B AUM 27.57% 1-Year Est. Return

ABLE Financial Group's RDVY Position: Q1 2026 in Review

ABLE Financial Group reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 73% in Q1 2026, selling an estimated $15.1M and leaving 80,224 shares worth $5.48M. The position accounts for 1.07% of the portfolio, ranked #24.

ABLE Financial Group first reported a position in RDVY in Q1 2023 and has held it in 13 quarters since. The position peaked at $20.9M in Q1 2024. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • ABLE Financial Group held 80,224 shares of First Trust Rising Dividend Achievers ETF worth $5.48M as of Q1 2026.
  • ABLE Financial Group sold 211,644 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $15.1M.
  • First Trust Rising Dividend Achievers ETF made up 1.07% of ABLE Financial Group's portfolio in Q1 2026, its #24 holding.
  • ABLE Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's First Trust Rising Dividend Achievers ETF position peaked at $20.9M in Q1 2024.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.