Baird Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Baird Financial Group’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	$76.9M	Buy	1,126,899 +102,097	+10%	+$7.27M	0.12%	131
2025 Q4	$71.2M	Sell	1,024,802 -71,497	-7%	-$4.86M	0.11%	138
2025 Q3	$73.7M	Buy	1,096,299 +189,940	+21%	+$12.3M	0.12%	135
2025 Q2	$56.9M	Buy	906,359 +38,793	+4%	+$2.28M	0.1%	170
2025 Q1	$50.8M	Sell	867,566 -57,417	-6%	-$3.49M	0.1%	168
2024 Q4	$54.7M	Sell	924,983 -4,704	-0.5%	-$287K	0.1%	176
2024 Q3	$55M	Buy	929,687 +214,984	+30%	+$12.2M	0.11%	191
2024 Q2	$39.1M	Buy	714,703 +24,887	+4%	+$1.36M	0.08%	232
2024 Q1	$38.7M	Sell	689,816 -2,468	-0.4%	-$129K	0.08%	228
2023 Q4	$35.8M	Sell	692,284 -14,825	-2%	-$701K	0.08%	226
2023 Q3	$32.5M	Buy	707,109 +36,144	+5%	+$1.73M	0.09%	220
2023 Q2	$31.6M	Buy	670,965 +36,253	+6%	+$1.64M	0.08%	222
2023 Q1	$28.5M	Buy	634,712 +13,630	+2%	+$626K	0.07%	253
2022 Q4	$27.3M	Buy	621,082 +21,601	+4%	+$944K	0.07%	255
2022 Q3	$23.3M	Sell	599,481 -103,859	-15%	-$4.47M	0.07%	264
2022 Q2	$28.8M	Sell	703,340 -58,822	-8%	-$2.67M	0.08%	243
2022 Q1	$37.3M	Buy	762,162 +46,984	+7%	+$2.35M	0.09%	217
2021 Q4	$37M	Buy	715,178 +124,291	+21%	+$6.27M	0.09%	219
2021 Q3	$28M	Buy	590,887 +126,853	+27%	+$6.15M	0.07%	250
2021 Q2	$22.3M	Buy	464,034 +98,172	+27%	+$4.7M	0.06%	286
2021 Q1	$16.6M	Buy	365,862 +139,438	+62%	+$5.95M	0.05%	327
2020 Q4	$9.04M	Buy	226,424 +58,521	+35%	+$2.13M	0.03%	406
2020 Q3	$5.5M	Sell	167,903 -951	-0.6%	-$30.9K	0.02%	472
2020 Q2	$5.21M	Sell	168,854 -19,451	-10%	-$566K	0.02%	473
2020 Q1	$4.83M	Buy	188,305 +54,874	+41%	+$1.78M	0.02%	453
2019 Q4	$4.79M	Buy	133,431 +123,956	+1,308%	+$4.2M	0.02%	535
2019 Q3	$302K	Sell	9,475 -3,010	-24%	-$94.1K	﹤0.01%	1310
2019 Q2	$388K	Buy	+12,485	New	+$381K	﹤0.01%	1269
2016 Q4	–	Sell	-21,297	Closed	-$472K	–	1248
2016 Q3	$472K	Buy	21,297 +2,440	+13%	+$52.8K	﹤0.01%	953
2016 Q2	$384K	Buy	+18,857	New	+$389K	﹤0.01%	983

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

Baird Financial Group's RDVY Position: Q1 2026 in Review

Baird Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 10% in Q1 2026, buying an estimated $7.27M and bringing the position to 1,126,899 shares worth $76.9M. The position accounts for 0.12% of the portfolio, ranked #131.

Baird Financial Group first reported a position in RDVY in Q2 2016 and has held it in 30 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Baird Financial Group held 1,126,899 shares of First Trust Rising Dividend Achievers ETF worth $76.9M as of Q1 2026.
Baird Financial Group bought 102,097 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $7.27M.
First Trust Rising Dividend Achievers ETF made up 0.12% of Baird Financial Group's portfolio in Q1 2026, its #131 holding.
Baird Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2016 and has held it in 30 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.