Anfield Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Anfield Capital Management’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	$25.6K	Hold	375	–	–	0.01%	320
2025 Q4	$26.1K	Hold	375	–	–	0.01%	238
2025 Q3	$25.2K	Hold	375	–	–	0.01%	239
2025 Q2	$23.5K	Buy	+375	New	+$22.1K	0.01%	220
2023 Q1	–	Sell	-5,000	Closed	-$233K	–	88
2022 Q4	$233K	Buy	+5,000	New	+$219K	0.11%	63
2022 Q3	–	Sell	-5,000	Closed	-$205K	–	92
2022 Q2	$205K	Hold	5,000	–	–	0.09%	72
2022 Q1	$245K	Hold	5,000	–	–	0.09%	76
2021 Q4	$259K	Buy	+5,000	New	+$252K	0.09%	71

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Anfield Capital Management's RDVY Position: Q1 2026 in Review

Anfield Capital Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q1 2026 at 375 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #320.

Anfield Capital Management first reported a position in RDVY in Q4 2021 and has held it in 8 quarters since. The position peaked at $259K in Q4 2021. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Anfield Capital Management held 375 shares of First Trust Rising Dividend Achievers ETF worth $25.6K as of Q1 2026.
Anfield Capital Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q1 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #320 holding.
Anfield Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 8 quarters since.
Anfield Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $259K in Q4 2021.
766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.