Carson Wealth (CWM LLC)
RDVY icon

Carson Wealth (CWM LLC)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Carson Wealth (CWM LLC)’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 		$64.1M Sell
939,509
-31,320
-3% -$2.23M 0.17% 125
2025
Q4 		$67.4M Sell
970,829
-8,235
-0.8% -$560K 0.18% 106
2025
Q3 		$65.9M Sell
979,064
-38,045
-4% -$2.47M 0.2% 100
2025
Q2 		$63.8M Buy
1,017,109
+195,066
+24% +$11.5M 0.23% 93
2025
Q1 		$48.1M Sell
822,043
-24,393
-3% -$1.48M 0.19% 106
2024
Q4 		$50.1M Buy
846,436
+365,785
+76% +$22.3M 0.21% 95
2024
Q3 		$28.5M Buy
480,651
+43,025
+10% +$2.45M 0.12% 153
2024
Q2 		$24M Buy
437,626
+53,575
+14% +$2.93M 0.11% 171
2024
Q1 		$21.6M Buy
384,051
+139,041
+57% +$7.29M 0.1% 187
2023
Q4 		$12.7M Buy
245,010
+8,620
+4% +$407K 0.07% 243
2023
Q3 		$10.9M Buy
236,390
+2,953
+1% +$141K 0.07% 231
2023
Q2 		$11M Buy
233,437
+2,698
+1% +$122K 0.07% 221
2023
Q1 		$10.4M Buy
230,739
+61,532
+36% +$2.83M 0.07% 213
2022
Q4 		$7.43M Buy
169,207
+2,974
+2% +$130K 0.05% 244
2022
Q3 		$6.46M Buy
166,233
+3,267
+2% +$140K 0.05% 248
2022
Q2 		$6.67M Buy
162,966
+90,243
+124% +$4.09M 0.05% 252
2022
Q1 		$3.56M Buy
72,723
+9,573
+15% +$478K 0.03% 337
2021
Q4 		$3.27M Buy
+63,150
New +$3.19M 0.02% 352
2021
Q2 		$2.53M Hold
52,741
– – 0.02% 376
2021
Q1 		$2.53M Hold
52,741
– – 0.02% 376
2020
Q4 		$2.53M Hold
52,741
– – 0.02% 376
2020
Q3 		$2.53M Hold
52,741
– – 0.02% 376
2020
Q2 		$2.53M Hold
52,741
– – 0.02% 376
2020
Q1 		$2.53M Hold
52,741
– – 0.02% 376
2019
Q4 		$2.53M Hold
52,741
– – 0.02% 376
2019
Q3 		$2.53M Hold
52,741
– – 0.02% 376
2019
Q2 		$2.53M Hold
52,741
– – 0.02% 376
2019
Q1 		$2.53M Buy
52,741
+45,541
+633% +$1.33M 0.02% 376
2018
Q4 		$191K Buy
+7,200
New +$209K ﹤0.01% 608

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RDVY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.2% in Q1 2026, selling an estimated $2.23M and leaving 939,509 shares worth $64.1M. The position accounts for 0.17% of the portfolio, ranked #125.

Carson Wealth (CWM LLC) first reported a position in RDVY in Q4 2018 and has held it in 29 quarters since. The position peaked at $67.4M in Q4 2025. 763 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 939,509 shares of First Trust Rising Dividend Achievers ETF worth $64.1M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 31,320 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $2.23M.
  • First Trust Rising Dividend Achievers ETF made up 0.17% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #125 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s First Trust Rising Dividend Achievers ETF position peaked at $67.4M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.