Arax Advisory Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Arax Advisory Partners’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	$32.8M	Sell	480,602 -205,209	-30%	-$14.6M	0.93%	20
2025 Q4	$47.6M	Buy	+685,811	New	+$46.6M	1.39%	12
2025 Q3	–	Sell	-666,963	Closed	-$41.8M	–	4136
2025 Q2	$41.8M	Buy	666,963 +45,119	+7%	+$2.65M	1.92%	8
2025 Q1	$36.4M	Sell	621,844 -87,109	-12%	-$5.29M	2.33%	7
2024 Q4	$41.9M	Buy	708,953 +398,469	+128%	+$24.3M	2.64%	4
2024 Q3	$18.4M	Buy	310,484 +61,430	+25%	+$3.49M	1.64%	24
2024 Q2	$13.6M	Sell	249,054 -1,611	-0.6%	-$88.1K	1.33%	27
2024 Q1	$14.1M	Buy	250,665 +3,338	+1%	+$175K	1.49%	24
2023 Q4	$12.8M	Buy	247,327 +6,798	+3%	+$321K	1.42%	25
2023 Q3	$11.1M	Buy	240,529 +8,632	+4%	+$413K	1.38%	25
2023 Q2	$10.9M	Buy	231,897 +3,866	+2%	+$175K	1.39%	25
2023 Q1	$10.2M	Buy	228,031 +6,715	+3%	+$308K	1.35%	26
2022 Q4	$9.72M	Buy	221,316 +8,290	+4%	+$362K	1.35%	26
2022 Q3	$8.28M	Buy	213,026 +17,877	+9%	+$769K	1.31%	20
2022 Q2	$7.99M	Buy	195,149 +18,029	+10%	+$817K	1.21%	22
2022 Q1	$8.68M	Buy	+177,120	New	+$8.84M	1.16%	25

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 $424B AUM 22.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Arax Advisory Partners's RDVY Position: Q1 2026 in Review

Arax Advisory Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 30% in Q1 2026, selling an estimated $14.6M and leaving 480,602 shares worth $32.8M. The position accounts for 0.93% of the portfolio, ranked #20.

Arax Advisory Partners first reported a position in RDVY in Q1 2022 and has held it in 16 quarters since. The position peaked at $47.6M in Q4 2025. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Arax Advisory Partners held 480,602 shares of First Trust Rising Dividend Achievers ETF worth $32.8M as of Q1 2026.
Arax Advisory Partners sold 205,209 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $14.6M.
First Trust Rising Dividend Achievers ETF made up 0.93% of Arax Advisory Partners's portfolio in Q1 2026, its #20 holding.
Arax Advisory Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 16 quarters since.
Arax Advisory Partners's First Trust Rising Dividend Achievers ETF position peaked at $47.6M in Q4 2025.
761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.