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

Darwin Wealth Management’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	$2.1M	Buy	30,817 +7,427	+32%	+$529K	0.66%	50
2025 Q4	$1.62M	Buy	23,390 +728	+3%	+$49.5K	0.5%	58
2025 Q3	$1.52M	Sell	22,662 -182	-0.8%	-$11.8K	0.48%	61
2025 Q2	$1.43M	Sell	22,844 -2,985	-12%	-$176K	0.5%	60
2025 Q1	$1.53M	Hold	25,829	–	–	0.51%	56
2024 Q4	$1.53M	Buy	25,829 +274	+1%	+$16.7K	0.51%	56
2024 Q3	$1.51M	Buy	+25,555	New	+$1.45M	0.42%	67

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

Darwin Wealth Management's RDVY Position: Q1 2026 in Review

Darwin Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 32% in Q1 2026, buying an estimated $529K and bringing the position to 30,817 shares worth $2.1M. The position accounts for 0.66% of the portfolio, ranked #50.

Darwin Wealth Management first reported a position in RDVY in Q3 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Darwin Wealth Management held 30,817 shares of First Trust Rising Dividend Achievers ETF worth $2.1M as of Q1 2026.
Darwin Wealth Management bought 7,427 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $529K.
First Trust Rising Dividend Achievers ETF made up 0.66% of Darwin Wealth Management's portfolio in Q1 2026, its #50 holding.
Darwin Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 7 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.