Advisor Resource Council’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Advisor Resource Council’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	$660K	Sell	9,662 -9,416	-49%	-$670K	0.21%	96
2025 Q4	$1.33M	Sell	19,078 -770	-4%	-$52.3K	0.47%	40
2025 Q3	$1.34M	Buy	19,848 +8,217	+71%	+$533K	1.8%	8
2025 Q2	$730K	Sell	11,631 -13,445	-54%	-$791K	0.28%	60
2025 Q1	$1.47M	Buy	25,076 +20,006	+395%	+$1.22M	0.12%	193
2024 Q4	$300K	Buy	+5,070	New	+$309K	0.22%	53
2022 Q3	–	Sell	-8,932	Closed	-$365K	–	413
2022 Q2	$365K	Buy	8,932 +4,837	+118%	+$219K	0.03%	347
2022 Q1	$201K	Sell	4,095 -4,236	-51%	-$212K	0.06%	202
2021 Q4	$431K	Buy	+8,331	New	+$420K	0.03%	361

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

Advisor Resource Council's RDVY Position: Q1 2026 in Review

Advisor Resource Council reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 49% in Q1 2026, selling an estimated $670K and leaving 9,662 shares worth $660K. The position accounts for 0.21% of the portfolio, ranked #96.

Advisor Resource Council first reported a position in RDVY in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.47M in Q1 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Advisor Resource Council held 9,662 shares of First Trust Rising Dividend Achievers ETF worth $660K as of Q1 2026.
Advisor Resource Council sold 9,416 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $670K.
First Trust Rising Dividend Achievers ETF made up 0.21% of Advisor Resource Council's portfolio in Q1 2026, its #96 holding.
Advisor Resource Council first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 9 quarters since.
Advisor Resource Council's First Trust Rising Dividend Achievers ETF position peaked at $1.47M in Q1 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.