Allie Family Office’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Allie Family Office’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	$616K	Hold	9,015	–	–	0.27%	51
2025 Q4	$626K	Hold	9,015	–	–	0.29%	49
2025 Q3	$606K	Buy	9,015 +2,863	+47%	+$186K	0.29%	49
2025 Q2	$386K	Buy	+6,152	New	+$362K	0.19%	57

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 $79.5B AUM 27.1% 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

Allie Family Office's RDVY Position: Q1 2026 in Review

Allie Family Office held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q1 2026 at 9,015 shares worth $616K. The position accounts for 0.27% of the portfolio, ranked #51.

Allie Family Office first reported a position in RDVY in Q2 2025 and has held it in 4 quarters since. The position peaked at $626K in Q4 2025. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Allie Family Office held 9,015 shares of First Trust Rising Dividend Achievers ETF worth $616K as of Q1 2026.
Allie Family Office left its First Trust Rising Dividend Achievers ETF share count unchanged in Q1 2026.
First Trust Rising Dividend Achievers ETF made up 0.27% of Allie Family Office's portfolio in Q1 2026, its #51 holding.
Allie Family Office first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 4 quarters since.
Allie Family Office's First Trust Rising Dividend Achievers ETF position peaked at $626K in Q4 2025.
761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.