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

Eldridge Investment 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 		$3.98M Buy
58,359
+18,083
+45% +$1.29M 0.87% 30
2025
Q4 		$2.8M Buy
40,276
+2
+0% +$136 0.62% 33
2025
Q3 		$2.71M Sell
40,274
-2,725
-6% -$177K 0.62% 33
2025
Q2 		$2.7M Sell
42,999
-318
-0.7% -$18.7K 0.56% 39
2025
Q1 		$2.54M Sell
43,317
-339
-0.8% -$20.6K 0.58% 40
2024
Q4 		$2.58M Sell
43,656
-745
-2% -$45.5K 0.6% 40
2024
Q3 		$2.63M Buy
44,401
+712
+2% +$40.5K 0.62% 37
2024
Q2 		$2.39M Sell
43,689
-1,641
-4% -$89.7K 0.6% 40
2024
Q1 		$2.55M Sell
45,330
-167,765
-79% -$8.8M 0.65% 34
2023
Q4 		$11M Sell
213,095
-7,368
-3% -$348K 2.88% 8
2023
Q3 		$10.1M Buy
220,463
+62,268
+39% +$2.98M 3.36% 5
2023
Q2 		$7.45M Sell
158,195
-133,275
-46% -$6.03M 2.44% 9
2023
Q1 		$13.1M Sell
291,470
-105,235
-27% -$4.83M 4.53% 4
2022
Q4 		$17.4M Sell
396,705
-4,889
-1% -$214K 6.09% 3
2022
Q3 		$15.6M Sell
401,594
-3,495
-0.9% -$150K 6.05% 3
2022
Q2 		$16.6M Sell
405,089
-2,649
-0.6% -$120K 6.24% 3
2022
Q1 		$20M Buy
407,738
+5,172
+1% +$258K 6.76% 3
2021
Q4 		$20.8M Buy
402,566
+21,608
+6% +$1.09M 6.88% 3
2021
Q3 		$18.1M Sell
380,958
-27,470
-7% -$1.33M 6.44% 4
2021
Q2 		$19.6M Sell
408,428
-7,135
-2% -$342K 7.1% 3
2021
Q1 		$18.9M Buy
415,563
+372
+0.1% +$15.9K 7.29% 3
2020
Q4 		$16.6M Buy
415,191
+33,953
+9% +$1.24M 6.92% 4
2020
Q3 		$12.5M Sell
381,238
-4,360
-1% -$142K 5.87% 4
2020
Q2 		$11.9M Sell
385,598
-9,475
-2% -$276K 5.92% 4
2020
Q1 		$10.1M Buy
395,073
+6,049
+2% +$196K 5.76% 4
2019
Q4 		$14M Buy
389,024
+9,527
+3% +$323K 6.83% 4
2019
Q3 		$12.1M Sell
379,497
-25,350
-6% -$793K 6.24% 4
2019
Q2 		$12.6M Sell
404,847
-1,956
-0.5% -$59.7K 6.7% 3
2019
Q1 		$12.1M Buy
406,803
+8,977
+2% +$263K 6.53% 3
2018
Q4 		$10.5M Sell
397,826
-30,065
-7% -$872K 6.52% 2
2018
Q3 		$13.5M Buy
427,891
+18,087
+4% +$561K 8.64% 2
2018
Q2 		$12.3M Buy
409,804
+21,492
+6% +$649K 8.69% 2
2018
Q1 		$11.5M Buy
388,312
+48,928
+14% +$1.5M 8.63% 2
2017
Q4 		$10.2M Buy
+339,384
New +$9.79M 7.83% 2

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eldridge Investment Advisors's RDVY Position: Q1 2026 in Review

Eldridge Investment Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 45% in Q1 2026, buying an estimated $1.29M and bringing the position to 58,359 shares worth $3.98M. The position accounts for 0.87% of the portfolio, ranked #30.

Eldridge Investment Advisors first reported a position in RDVY in Q4 2017 and has held it in 34 quarters since. The position peaked at $20.8M in Q4 2021. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Eldridge Investment Advisors held 58,359 shares of First Trust Rising Dividend Achievers ETF worth $3.98M as of Q1 2026.
  • Eldridge Investment Advisors bought 18,083 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.29M.
  • First Trust Rising Dividend Achievers ETF made up 0.87% of Eldridge Investment Advisors's portfolio in Q1 2026, its #30 holding.
  • Eldridge Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2017 and has held it in 34 quarters since.
  • Eldridge Investment Advisors's First Trust Rising Dividend Achievers ETF position peaked at $20.8M in Q4 2021.
  • 761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.