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

Basepoint Wealth’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	$218K	Buy	3,187 +136	+4%	+$9.68K	0.12%	98
2025 Q4	$212K	Buy	3,051 +8	+0.3%	+$544	0.13%	93
2025 Q3	$205K	Buy	+3,043	New	+$197K	0.15%	100
2024 Q3	–	Sell	-4,100	Closed	-$224K	–	116
2024 Q2	$224K	Hold	4,100	–	–	0.18%	98
2024 Q1	$230K	Hold	4,100	–	–	0.17%	106
2023 Q4	$212K	Buy	+4,100	New	+$194K	0.17%	96
2022 Q2	–	Sell	-4,100	Closed	-$201K	–	89
2022 Q1	$201K	Hold	4,100	–	–	0.19%	80
2021 Q4	$212K	Buy	+4,100	New	+$207K	0.21%	71

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

Basepoint Wealth's RDVY Position: Q1 2026 in Review

Basepoint Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.5% in Q1 2026, buying an estimated $9.68K and bringing the position to 3,187 shares worth $218K. The position accounts for 0.12% of the portfolio, ranked #98.

Basepoint Wealth first reported a position in RDVY in Q4 2021 and has held it in 8 quarters since. The position peaked at $230K in Q1 2024. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Basepoint Wealth held 3,187 shares of First Trust Rising Dividend Achievers ETF worth $218K as of Q1 2026.
Basepoint Wealth bought 136 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $9.68K.
First Trust Rising Dividend Achievers ETF made up 0.12% of Basepoint Wealth's portfolio in Q1 2026, its #98 holding.
Basepoint Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 8 quarters since.
Basepoint Wealth's First Trust Rising Dividend Achievers ETF position peaked at $230K in Q1 2024.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

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