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

AmeriFlex 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	$843K	Buy	12,342 +3,332	+37%	+$237K	0.43%	49
2025 Q4	$626K	Sell	9,010 -4,475	-33%	-$304K	0.33%	63
2025 Q3	$907K	Buy	13,485 +4,928	+58%	+$320K	0.34%	54
2025 Q2	$531K	Sell	8,557 -10,396	-55%	-$611K	0.28%	70
2025 Q1	$1.11M	Sell	18,953 -16,238	-46%	-$987K	0.45%	49
2024 Q4	$2.2M	Buy	+35,191	New	+$2.15M	1.01%	17

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

AmeriFlex Group's RDVY Position: Q1 2026 in Review

AmeriFlex Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 37% in Q1 2026, buying an estimated $237K and bringing the position to 12,342 shares worth $843K. The position accounts for 0.43% of the portfolio, ranked #49.

AmeriFlex Group first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.2M in Q4 2024. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

AmeriFlex Group held 12,342 shares of First Trust Rising Dividend Achievers ETF worth $843K as of Q1 2026.
AmeriFlex Group bought 3,332 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $237K.
First Trust Rising Dividend Achievers ETF made up 0.43% of AmeriFlex Group's portfolio in Q1 2026, its #49 holding.
AmeriFlex Group first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's First Trust Rising Dividend Achievers ETF position peaked at $2.2M in Q4 2024.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.