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AFT Forsyth & Company’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

AFT Forsyth & Company’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 		$281K Hold
4,112
– – 0.13% 108
2025
Q4 		$286K Buy
4,112
+1
+0% +$68 0.12% 108
2025
Q3 		$277K Sell
4,111
-19
-0.5% -$1.23K 0.13% 97
2025
Q2 		$259K Buy
4,130
+1
+0% +$59 0.13% 102
2025
Q1 		$242K Buy
4,129
+1
+0% +$61 0.13% 118
2024
Q4 		$244K Buy
4,128
+2
+0% +$122 0.12% 115
2024
Q3 		$244K Buy
4,126
+2
+0% +$114 0.12% 121
2024
Q2 		$226K Buy
4,124
+1
+0% +$55 0.11% 132
2024
Q1 		$232K Buy
4,123
+4
+0.1% +$210 0.13% 130
2023
Q4 		$213K Sell
4,119
-588
-12% -$27.8K 0.13% 129
2023
Q3 		$216K Buy
4,707
+6
+0.1% +$287 0.16% 121
2023
Q2 		$221K Buy
4,701
+4
+0.1% +$181 0.16% 127
2023
Q1 		$211K Buy
4,697
+8
+0.2% +$367 0.16% 132
2022
Q4 		$206K Buy
+4,689
New +$205K 0.18% 130
2022
Q2 		– Sell
-4,676
Closed -$229K – 146
2022
Q1 		$229K Sell
4,676
-123
-3% -$6.14K 0.15% 141
2021
Q4 		$249K Buy
4,799
+2
+0% +$101 0.13% 140
2021
Q3 		$228K Buy
4,797
+347
+8% +$16.8K 0.12% 144
2021
Q2 		$214K Buy
+4,450
New +$213K 0.11% 149

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

AFT Forsyth & Company's RDVY Position: Q1 2026 in Review

AFT Forsyth & Company held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q1 2026 at 4,112 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #108.

AFT Forsyth & Company first reported a position in RDVY in Q2 2021 and has held it in 18 quarters since. The position peaked at $286K in Q4 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • AFT Forsyth & Company held 4,112 shares of First Trust Rising Dividend Achievers ETF worth $281K as of Q1 2026.
  • AFT Forsyth & Company left its First Trust Rising Dividend Achievers ETF share count unchanged in Q1 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.13% of AFT Forsyth & Company's portfolio in Q1 2026, its #108 holding.
  • AFT Forsyth & Company first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 18 quarters since.
  • AFT Forsyth & Company's First Trust Rising Dividend Achievers ETF position peaked at $286K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.