Ausdal Financial Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ausdal Financial 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	$7.55M	Buy	110,529 +4,044	+4%	+$288K	0.34%	69
2025 Q4	$7.4M	Buy	106,485 +5,760	+6%	+$392K	0.34%	65
2025 Q3	$6.77M	Buy	100,725 +20,765	+26%	+$1.35M	0.33%	64
2025 Q2	$5.02M	Buy	79,960 +8,016	+11%	+$471K	0.33%	70
2025 Q1	$4.21M	Buy	71,944 +35,543	+98%	+$2.16M	0.32%	68
2024 Q4	$2.15M	Buy	36,401 +427	+1%	+$26.1K	0.19%	122
2024 Q3	$2.13M	Buy	35,974 +2,472	+7%	+$141K	0.22%	100
2024 Q2	$1.83M	Sell	33,502 -1,232	-4%	-$67.4K	0.2%	114
2024 Q1	$1.95M	Sell	34,734 -1,120	-3%	-$58.8K	0.23%	106
2023 Q4	$1.85M	Sell	35,854 -2,837	-7%	-$134K	0.23%	105
2023 Q3	$1.78M	Sell	38,691 -4,556	-11%	-$218K	0.24%	102
2023 Q2	$2.04M	Sell	43,247 -4,281	-9%	-$194K	0.28%	91
2023 Q1	$2.13M	Sell	47,528 -1,724	-4%	-$79.2K	0.29%	86
2022 Q4	$2.16M	Sell	49,252 -15,636	-24%	-$684K	0.31%	80
2022 Q3	$2.52M	Sell	64,888 -2,635	-4%	-$113K	0.4%	63
2022 Q2	$2.76M	Buy	67,523 +10,782	+19%	+$489K	0.42%	73
2022 Q1	$2.78M	Buy	56,741 +2,544	+5%	+$127K	0.38%	69
2021 Q4	$2.81M	Buy	54,197 +7,419	+16%	+$374K	0.38%	74
2021 Q3	$2.22M	Buy	46,778 +2,448	+6%	+$119K	0.33%	91
2021 Q2	$2.13M	Buy	44,330 +6,011	+16%	+$288K	0.32%	89
2021 Q1	$1.74M	Buy	38,319 +31,533	+465%	+$1.34M	0.29%	100
2020 Q4	$271K	Buy	+6,786	New	+$247K	0.05%	335
2016 Q1	–	Sell	-1,100	Closed	-$23K	–	837
2015 Q4	$23K	Buy	+1,100	New	+$23.5K	0.01%	695

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

Ausdal Financial Partners's RDVY Position: Q1 2026 in Review

Ausdal Financial Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.8% in Q1 2026, buying an estimated $288K and bringing the position to 110,529 shares worth $7.55M. The position accounts for 0.34% of the portfolio, ranked #69.

Ausdal Financial Partners first reported a position in RDVY in Q4 2015 and has held it in 23 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Ausdal Financial Partners held 110,529 shares of First Trust Rising Dividend Achievers ETF worth $7.55M as of Q1 2026.
Ausdal Financial Partners bought 4,044 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $288K.
First Trust Rising Dividend Achievers ETF made up 0.34% of Ausdal Financial Partners's portfolio in Q1 2026, its #69 holding.
Ausdal Financial Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2015 and has held it in 23 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.