Bartlett & Co Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bartlett & Co Wealth Management’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	–	Sell	-79	Closed	-$5.49K	–	1350
2025 Q4	$5.49K	Buy	+79	New	+$5.37K	﹤0.01%	1003
2023 Q2	–	Sell	-110	Closed	-$4.94K	–	1178
2023 Q1	$4.94K	Hold	110	–	–	﹤0.01%	897
2022 Q4	$4.83K	Hold	110	–	–	﹤0.01%	929
2022 Q3	$4.28K	Hold	110	–	–	﹤0.01%	956
2022 Q2	$4.5K	Hold	110	–	–	﹤0.01%	1033
2022 Q1	$5.39K	Buy	+110	New	+$5.49K	﹤0.01%	907

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bartlett & Co Wealth Management's RDVY Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 79 shares — an estimated $5.49K sold.

Bartlett & Co Wealth Management first reported a position in RDVY in Q1 2022 and held it in 6 quarters. The position peaked at $5.49K in Q4 2025. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 79 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $5.49K.
Bartlett & Co Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and held it in 6 quarters.
Bartlett & Co Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $5.49K in Q4 2025.
766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.