Ashton Thomas Private Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ashton Thomas Private Wealth’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	$2.93M	Buy	42,895 +5,070	+13%	+$361K	0.07%	283
2025 Q4	$2.63M	Buy	37,825 +3,691	+11%	+$251K	0.06%	283
2025 Q3	$2.3M	Buy	34,134 +7,379	+28%	+$479K	0.06%	301
2025 Q2	$1.68M	Sell	26,755 -854	-3%	-$50.2K	0.06%	312
2025 Q1	$1.62M	Buy	27,609 +7,764	+39%	+$472K	0.06%	292
2024 Q4	$1.17M	Buy	19,845 +3,031	+18%	+$185K	0.05%	358
2024 Q3	$996K	Buy	16,814 +4,035	+32%	+$229K	0.05%	316
2024 Q2	$700K	Buy	12,779 +954	+8%	+$52.2K	0.04%	363
2024 Q1	$664K	Buy	11,825 +3,930	+50%	+$206K	0.04%	369
2023 Q4	$408K	Buy	7,895 +2,503	+46%	+$118K	0.03%	452
2023 Q3	$248K	Buy	+5,392	New	+$258K	0.02%	503

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

Ashton Thomas Private Wealth's RDVY Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q1 2026, buying an estimated $361K and bringing the position to 42,895 shares worth $2.93M. The position accounts for 0.07% of the portfolio, ranked #283.

Ashton Thomas Private Wealth first reported a position in RDVY in Q3 2023 and has held it in 11 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Ashton Thomas Private Wealth held 42,895 shares of First Trust Rising Dividend Achievers ETF worth $2.93M as of Q1 2026.
Ashton Thomas Private Wealth bought 5,070 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $361K.
First Trust Rising Dividend Achievers ETF made up 0.07% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #283 holding.
Ashton Thomas Private Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 11 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.