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

Claris Financial’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	$4.11M	Buy	60,246 +2,201	+4%	+$157K	2.25%	9
2025 Q4	$4.03M	Buy	58,045 +4,867	+9%	+$331K	2.15%	9
2025 Q3	$3.58M	Buy	53,178 +12,967	+32%	+$841K	2.03%	9
2025 Q2	$2.52M	Sell	40,211 -1,724	-4%	-$101K	1.9%	11
2025 Q1	$2.48M	Hold	41,935	–	–	1.63%	12
2024 Q4	$2.48M	Buy	+41,935	New	+$2.56M	1.63%	12

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

Claris Financial's RDVY Position: Q1 2026 in Review

Claris Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.8% in Q1 2026, buying an estimated $157K and bringing the position to 60,246 shares worth $4.11M. The position accounts for 2.25% of the portfolio, ranked #9.

Claris Financial first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Claris Financial held 60,246 shares of First Trust Rising Dividend Achievers ETF worth $4.11M as of Q1 2026.
Claris Financial bought 2,201 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $157K.
First Trust Rising Dividend Achievers ETF made up 2.25% of Claris Financial's portfolio in Q1 2026, its #9 holding.
Claris Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.