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

DHJJ Financial 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	$3.91M	Buy	57,198 +5,019	+10%	+$357K	1.29%	15
2025 Q4	$3.62M	Buy	52,179 +3,826	+8%	+$260K	1.2%	15
2025 Q3	$3.25M	Buy	48,353 +31,411	+185%	+$2.04M	1.1%	18
2025 Q2	$1.06M	Buy	16,942 +3,691	+28%	+$217K	0.38%	46
2025 Q1	$776K	Buy	13,251 +751	+6%	+$45.6K	0.31%	59
2024 Q4	$739K	Buy	12,500 +133	+1%	+$8.12K	0.29%	66
2024 Q3	$732K	Sell	12,367 -380	-3%	-$21.6K	0.29%	65
2024 Q2	$698K	Buy	12,747 +1,696	+15%	+$92.7K	0.29%	65
2024 Q1	$621K	Buy	11,051 +1,511	+16%	+$79.3K	0.27%	68
2023 Q4	$493K	Buy	9,540 +3,857	+68%	+$182K	0.23%	77
2023 Q3	$261K	Sell	5,683 -24	-0.4%	-$1.15K	0.13%	112
2023 Q2	$269K	Buy	5,707 +31	+0.5%	+$1.4K	0.14%	118
2023 Q1	$255K	Buy	5,676 +114	+2%	+$5.24K	0.14%	116
2022 Q4	$244K	Sell	5,562 -650	-10%	-$28.4K	0.14%	121
2022 Q3	$242K	Buy	6,212 +345	+6%	+$14.8K	0.14%	114
2022 Q2	$240K	Buy	5,867 +1,298	+28%	+$58.8K	0.13%	118
2022 Q1	$223K	Buy	+4,569	New	+$228K	0.11%	129

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

DHJJ Financial Advisors's RDVY Position: Q1 2026 in Review

DHJJ Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.6% in Q1 2026, buying an estimated $357K and bringing the position to 57,198 shares worth $3.91M. The position accounts for 1.29% of the portfolio, ranked #15.

DHJJ Financial Advisors first reported a position in RDVY in Q1 2022 and has held it in 17 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

DHJJ Financial Advisors held 57,198 shares of First Trust Rising Dividend Achievers ETF worth $3.91M as of Q1 2026.
DHJJ Financial Advisors bought 5,019 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $357K.
First Trust Rising Dividend Achievers ETF made up 1.29% of DHJJ Financial Advisors's portfolio in Q1 2026, its #15 holding.
DHJJ Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.