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Avidian Wealth Enterprises’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Avidian Wealth Enterprises’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 		$8.54M Sell
125,098
-8,452
-6% -$602K 0.27% 63
2025
Q4 		$9.28M Buy
133,550
+3,270
+3% +$222K 0.34% 50
2025
Q3 		$8.76M Buy
130,280
+2,809
+2% +$182K 0.33% 48
2025
Q2 		$8M Buy
127,471
+122,471
+2,449% +$7.2M 0.33% 48
2025
Q1 		$293K Sell
5,000
-637
-11% -$38.7K 0.01% 424
2024
Q4 		$333K Sell
5,637
-182
-3% -$11.1K 0.02% 378
2024
Q3 		$345K Sell
5,819
-169
-3% -$9.61K 0.02% 370
2024
Q2 		$328K Sell
5,988
-11,606
-66% -$635K 0.01% 373
2024
Q1 		$988K Sell
17,594
-98,681
-85% -$5.18M 0.05% 164
2023
Q4 		$6.01M Buy
116,275
+1,384
+1% +$65.4K 0.37% 52
2023
Q3 		$5.28M Sell
114,891
-12,077
-10% -$577K 0.37% 58
2023
Q2 		$5.98M Buy
126,968
+39,314
+45% +$1.78M 0.39% 54
2023
Q1 		$3.93M Buy
+87,654
New +$4.03M 0.22% 93

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avidian Wealth Enterprises's RDVY Position: Q1 2026 in Review

Avidian Wealth Enterprises reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.3% in Q1 2026, selling an estimated $602K and leaving 125,098 shares worth $8.54M. The position accounts for 0.27% of the portfolio, ranked #63.

Avidian Wealth Enterprises first reported a position in RDVY in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.28M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Avidian Wealth Enterprises held 125,098 shares of First Trust Rising Dividend Achievers ETF worth $8.54M as of Q1 2026.
  • Avidian Wealth Enterprises sold 8,452 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $602K.
  • First Trust Rising Dividend Achievers ETF made up 0.27% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #63 holding.
  • Avidian Wealth Enterprises first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 13 quarters since.
  • Avidian Wealth Enterprises's First Trust Rising Dividend Achievers ETF position peaked at $9.28M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.