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

Clearstead 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	$682K	Hold	9,993	–	–	0.01%	635
2025 Q4	$694K	Buy	9,993 +425	+4%	+$28.9K	0.01%	564
2025 Q3	$644K	Sell	9,568 -440	-4%	-$28.5K	0.01%	558
2025 Q2	$628K	Buy	10,008 +2,556	+34%	+$150K	0.01%	550
2025 Q1	$436K	Sell	7,452 -1,505	-17%	-$91.5K	0.01%	616
2024 Q4	$530K	Sell	8,957 -56	-0.6%	-$3.42K	0.01%	561
2024 Q3	$534K	Buy	9,013 +56	+0.6%	+$3.19K	0.01%	552
2024 Q2	$490K	Buy	8,957 +6,454	+258%	+$353K	0.01%	540
2024 Q1	$138K	Hold	2,503	–	–	0.01%	532
2023 Q4	$129K	Sell	2,503 -2,503	-50%	-$118K	0.01%	535
2023 Q3	$230K	Buy	5,006 +2,503	+100%	+$120K	0.01%	545
2023 Q2	$118K	Hold	2,503	–	–	0.01%	538
2023 Q1	$112K	Hold	2,503	–	–	0.01%	490
2022 Q4	$110K	Hold	2,503	–	–	0.01%	480
2022 Q3	$97K	Hold	2,503	–	–	0.01%	482
2022 Q2	$102K	Hold	2,503	–	–	0.01%	499
2022 Q1	$123K	Hold	2,503	–	–	0.01%	505
2021 Q4	$130K	Hold	2,503	–	–	0.01%	473
2021 Q3	$119K	Buy	2,503 +2,078	+489%	+$101K	0.01%	446
2021 Q2	$20K	Hold	425	–	–	﹤0.01%	706
2021 Q1	$19K	Hold	425	–	–	﹤0.01%	690
2020 Q4	$17K	Hold	425	–	–	﹤0.01%	650
2020 Q3	$14K	Hold	425	–	–	﹤0.01%	627
2020 Q2	$13K	Buy	+425	New	+$12.4K	﹤0.01%	573

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

Clearstead Advisors's RDVY Position: Q1 2026 in Review

Clearstead Advisors held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q1 2026 at 9,993 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #635.

Clearstead Advisors first reported a position in RDVY in Q2 2020 and has held it in 24 quarters since. The position peaked at $694K in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Clearstead Advisors held 9,993 shares of First Trust Rising Dividend Achievers ETF worth $682K as of Q1 2026.
Clearstead Advisors left its First Trust Rising Dividend Achievers ETF share count unchanged in Q1 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #635 holding.
Clearstead Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2020 and has held it in 24 quarters since.
Clearstead Advisors's First Trust Rising Dividend Achievers ETF position peaked at $694K in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.