Apollon Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Apollon Wealth 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	$1.75M	Buy	25,583 +4,986	+24%	+$355K	0.03%	428
2025 Q4	$1.43M	Buy	20,597 +1,816	+10%	+$123K	0.02%	462
2025 Q3	$1.26M	Buy	18,781 +2,331	+14%	+$151K	0.02%	504
2025 Q2	$1.03M	Buy	16,450 +2,364	+17%	+$139K	0.02%	545
2025 Q1	$825K	Sell	14,086 -1,578	-10%	-$95.9K	0.02%	567
2024 Q4	$926K	Sell	15,664 -3,098	-17%	-$189K	0.02%	544
2024 Q3	$1.11M	Buy	18,762 +331	+2%	+$18.8K	0.03%	454
2024 Q2	$1.01M	Sell	18,431 -1,610	-8%	-$88K	0.03%	462
2024 Q1	$1.13M	Buy	20,041 +819	+4%	+$43K	0.04%	437
2023 Q4	$993K	Sell	19,222 -1,939	-9%	-$91.6K	0.03%	453
2023 Q3	$972K	Sell	21,161 -38,754	-65%	-$1.85M	0.05%	365
2023 Q2	$2.82M	Buy	59,915 +52,760	+737%	+$2.39M	0.14%	158
2023 Q1	$321K	Sell	7,155 -22	-0.3%	-$1.01K	0.02%	662
2022 Q4	$315K	Sell	7,177 -4,991	-41%	-$218K	0.02%	649
2022 Q3	$473K	Sell	12,168 -6,768	-36%	-$291K	0.04%	461
2022 Q2	$775K	Sell	18,936 -230	-1%	-$10.4K	0.06%	323
2022 Q1	$939K	Buy	19,166 +10,663	+125%	+$532K	0.07%	300
2021 Q4	$440K	Buy	+8,503	New	+$429K	0.03%	492

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

Apollon Wealth Management's RDVY Position: Q1 2026 in Review

Apollon Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 24% in Q1 2026, buying an estimated $355K and bringing the position to 25,583 shares worth $1.75M. The position accounts for 0.03% of the portfolio, ranked #428.

Apollon Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.82M in Q2 2023. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Apollon Wealth Management held 25,583 shares of First Trust Rising Dividend Achievers ETF worth $1.75M as of Q1 2026.
Apollon Wealth Management bought 4,986 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $355K.
First Trust Rising Dividend Achievers ETF made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #428 holding.
Apollon Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
Apollon Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $2.82M in Q2 2023.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.