BPA
RDVY icon

Beacon Pointe Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Beacon Pointe Advisors’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 		$1.7M Buy
24,943
+94
+0.4% +$6.69K 0.01% 789
2025
Q4 		$1.73M Buy
24,849
+935
+4% +$63.6K 0.01% 657
2025
Q3 		$1.61M Buy
23,914
+4,218
+21% +$274K 0.01% 598
2025
Q2 		$1.24M Sell
19,696
-445
-2% -$26.2K 0.01% 603
2025
Q1 		$1.18M Buy
20,141
+2,536
+14% +$154K 0.01% 594
2024
Q4 		$1.04M Buy
17,605
+6,465
+58% +$394K 0.01% 625
2024
Q3 		$660K Buy
11,140
+453
+4% +$25.8K 0.01% 757
2024
Q2 		$585K Sell
10,687
-1,332
-11% -$72.8K 0.01% 821
2024
Q1 		$675K Buy
12,019
+1,292
+12% +$67.8K 0.01% 801
2023
Q4 		$554K Sell
10,727
-13,110
-55% -$620K 0.01% 860
2023
Q3 		$1.1M Sell
23,837
-734
-3% -$35.1K 0.01% 602
2023
Q2 		$1.16M Buy
24,571
+1,470
+6% +$66.5K 0.02% 498
2023
Q1 		$1.04M Buy
23,101
+7,896
+52% +$363K 0.02% 537
2022
Q4 		$668K Sell
15,205
-14,513
-49% -$634K 0.01% 604
2022
Q3 		$1.16M Sell
29,718
-10,854
-27% -$467K 0.03% 432
2022
Q2 		$1.66M Buy
40,572
+4,967
+14% +$225K 0.04% 361
2022
Q1 		$1.75M Buy
+35,605
New +$1.78M 0.02% 474

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

Beacon Pointe Advisors's RDVY Position: Q1 2026 in Review

Beacon Pointe Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.38% in Q1 2026, buying an estimated $6.69K and bringing the position to 24,943 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #789.

Beacon Pointe Advisors first reported a position in RDVY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.75M in Q1 2022. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Beacon Pointe Advisors held 24,943 shares of First Trust Rising Dividend Achievers ETF worth $1.7M as of Q1 2026.
  • Beacon Pointe Advisors bought 94 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $6.69K.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #789 holding.
  • Beacon Pointe Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.75M in Q1 2022.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.