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

Element Wealth’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 		$1.69M Buy
24,797
+12,441
+101% +$886K 0.7% 34
2025
Q4 		$858K Buy
12,356
+2,722
+28% +$185K 0.35% 71
2025
Q3 		$648K Buy
9,634
+2,442
+34% +$158K 0.28% 81
2025
Q2 		$451K Buy
7,192
+1,559
+28% +$91.7K 0.21% 95
2025
Q1 		$330K Buy
5,633
+263
+5% +$16K 0.18% 106
2024
Q4 		$318K Buy
5,370
+1,207
+29% +$73.6K 0.17% 108
2024
Q3 		$246K Sell
4,163
-13
-0.3% -$739 0.13% 126
2024
Q2 		$229K Buy
4,176
+622
+18% +$34K 0.13% 128
2024
Q1 		$200K Buy
3,554
+262
+8% +$13.7K 0.12% 139
2023
Q4 		$170K Buy
3,292
+597
+22% +$28.2K 0.11% 138
2023
Q3 		$124K Buy
2,695
+1
+0% +$48 0.09% 138
2023
Q2 		$127K Buy
2,694
+250
+10% +$11.3K 0.09% 140
2023
Q1 		$110K Sell
2,444
-524
-18% -$24.1K 0.08% 137
2022
Q4 		$130K Buy
2,968
+71
+2% +$3.1K 0.11% 124
2022
Q3 		$113K Buy
2,897
+801
+38% +$34.4K 0.1% 119
2022
Q2 		$86K Buy
2,096
+60
+3% +$2.72K 0.09% 128
2022
Q1 		$100K Buy
2,036
+864
+74% +$43.1K 0.08% 136
2021
Q4 		$61K Buy
1,172
+442
+61% +$22.3K 0.05% 134
2021
Q3 		$35K Buy
+730
New +$35.4K 0.03% 141

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 $71.6B AUM 21.08% 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

Element Wealth's RDVY Position: Q1 2026 in Review

Element Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 101% in Q1 2026, buying an estimated $886K and bringing the position to 24,797 shares worth $1.69M. The position accounts for 0.7% of the portfolio, ranked #34.

Element Wealth first reported a position in RDVY in Q3 2021 and has held it in 19 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Element Wealth held 24,797 shares of First Trust Rising Dividend Achievers ETF worth $1.69M as of Q1 2026.
  • Element Wealth bought 12,441 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $886K.
  • First Trust Rising Dividend Achievers ETF made up 0.7% of Element Wealth's portfolio in Q1 2026, its #34 holding.
  • Element Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 19 quarters since.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.