Advisory Alpha’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Advisory Alpha’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	$2.67M	Buy	39,071 +274	+0.7%	+$19.5K	0.07%	105
2025 Q4	$2.7M	Buy	38,797 +1,875	+5%	+$127K	0.07%	102
2025 Q3	$2.5M	Buy	36,922 +357	+1%	+$23.2K	0.07%	101
2025 Q2	$2.29M	Sell	36,565 -926	-2%	-$54.5K	0.07%	104
2025 Q1	$2.19M	Sell	37,491 -866	-2%	-$52.6K	0.07%	106
2024 Q4	$2.27M	Sell	38,357 -4,106	-10%	-$251K	0.08%	94
2024 Q3	$2.51M	Sell	42,463 -3,031	-7%	-$172K	0.09%	88
2024 Q2	$2.49M	Sell	45,494 -137,045	-75%	-$7.49M	0.1%	92
2024 Q1	$10.3M	Sell	182,539 -21,476	-11%	-$1.13M	0.42%	38
2023 Q4	$10.5M	Sell	204,015 -2,550	-1%	-$121K	0.48%	36
2023 Q3	$9.49M	Sell	206,565 -24,064	-10%	-$1.15M	0.49%	36
2023 Q2	$10.9M	Buy	230,629 +159,000	+222%	+$7.19M	0.56%	34
2023 Q1	$3.21M	Buy	+71,629	New	+$3.29M	0.2%	62

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

Advisory Alpha's RDVY Position: Q1 2026 in Review

Advisory Alpha increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.71% in Q1 2026, buying an estimated $19.5K and bringing the position to 39,071 shares worth $2.67M. The position accounts for 0.07% of the portfolio, ranked #105.

Advisory Alpha first reported a position in RDVY in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.9M in Q2 2023. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Advisory Alpha held 39,071 shares of First Trust Rising Dividend Achievers ETF worth $2.67M as of Q1 2026.
Advisory Alpha bought 274 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $19.5K.
First Trust Rising Dividend Achievers ETF made up 0.07% of Advisory Alpha's portfolio in Q1 2026, its #105 holding.
Advisory Alpha first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 13 quarters since.
Advisory Alpha's First Trust Rising Dividend Achievers ETF position peaked at $10.9M in Q2 2023.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.