Atlas Private Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Atlas Private Wealth Advisors’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	$622K	Sell	9,102 -248	-3%	-$17.7K	0.15%	75
2025 Q4	$650K	Buy	9,350 +52	+0.6%	+$3.54K	0.15%	71
2025 Q3	$625K	Sell	9,298 -11,010	-54%	-$714K	0.15%	74
2025 Q2	$1.27M	Buy	20,308 +366	+2%	+$21.5K	0.16%	72
2025 Q1	$1.17M	Buy	19,942 +98	+0.5%	+$5.96K	0.16%	75
2024 Q4	$1.17M	Buy	19,844 +1,778	+10%	+$108K	0.17%	67
2024 Q3	$1.07M	Sell	18,066 -268	-1%	-$15.2K	0.16%	64
2024 Q2	$1M	Buy	18,334 +9,354	+104%	+$511K	0.16%	61
2024 Q1	$504K	Sell	8,980 -7,210	-45%	-$378K	0.17%	59
2023 Q4	$837K	Sell	16,190 -2,059	-11%	-$97.3K	0.16%	62
2023 Q3	$839K	Sell	18,249 -871	-5%	-$41.6K	0.16%	81
2023 Q2	$901K	Buy	19,120 +8,920	+87%	+$403K	0.18%	79
2023 Q1	$458K	Buy	10,200 +126	+1%	+$5.79K	0.21%	81
2022 Q4	$442K	Buy	10,074 +854	+9%	+$37.3K	0.24%	81
2022 Q3	$358K	Buy	9,220 +1,085	+13%	+$46.7K	0.22%	90
2022 Q2	$333K	Buy	8,135 +2,172	+36%	+$98.5K	0.2%	99
2022 Q1	$292K	Buy	+5,963	New	+$298K	0.13%	112
2021 Q4	–	Sell	-426	Closed	-$20K	–	578
2021 Q3	$20K	Buy	+426	New	+$20.6K	0.01%	357

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

Atlas Private Wealth Advisors's RDVY Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.7% in Q1 2026, selling an estimated $17.7K and leaving 9,102 shares worth $622K. The position accounts for 0.15% of the portfolio, ranked #75.

Atlas Private Wealth Advisors first reported a position in RDVY in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.27M in Q2 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Atlas Private Wealth Advisors held 9,102 shares of First Trust Rising Dividend Achievers ETF worth $622K as of Q1 2026.
Atlas Private Wealth Advisors sold 248 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $17.7K.
First Trust Rising Dividend Achievers ETF made up 0.15% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #75 holding.
Atlas Private Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 18 quarters since.
Atlas Private Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.27M in Q2 2025.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.