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

Ergawealth 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	$4.38M	Sell	64,181 -805	-1%	-$57.3K	1.94%	9
2025 Q4	$4.51M	Sell	64,986 -108,838	-63%	-$7.4M	2.08%	9
2025 Q3	$11.7M	Sell	173,824 -97,766	-36%	-$6.34M	5.45%	4
2025 Q2	$17M	Buy	271,590 +14,279	+6%	+$840K	7.67%	3
2025 Q1	$15.1M	Buy	257,311 +2,300	+0.9%	+$140K	7.46%	5
2024 Q4	$15.1M	Sell	255,011 -1,326	-0.5%	-$80.9K	7.45%	5
2024 Q3	$15.2M	Sell	256,337 -3,747	-1%	-$213K	7.53%	5
2024 Q2	$14.2M	Buy	260,084 +8,135	+3%	+$445K	7.75%	5
2024 Q1	$14.2M	Buy	251,949 +32,845	+15%	+$1.72M	7.76%	5
2023 Q4	$11.3M	Buy	219,104 +33,833	+18%	+$1.6M	6.96%	5
2023 Q3	$8.51M	Buy	185,271 +44,018	+31%	+$2.1M	5.88%	5
2023 Q2	$6.65M	Buy	141,253 +20,878	+17%	+$944K	4.56%	8
2023 Q1	$5.4M	Sell	120,375 -42,565	-26%	-$1.96M	4.4%	9
2022 Q4	$7.16M	Buy	+162,940	New	+$7.12M	6.48%	5

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

Ergawealth Advisors's RDVY Position: Q1 2026 in Review

Ergawealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.2% in Q1 2026, selling an estimated $57.3K and leaving 64,181 shares worth $4.38M. The position accounts for 1.94% of the portfolio, ranked #9.

Ergawealth Advisors first reported a position in RDVY in Q4 2022 and has held it in 14 quarters since. The position peaked at $17M in Q2 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Ergawealth Advisors held 64,181 shares of First Trust Rising Dividend Achievers ETF worth $4.38M as of Q1 2026.
Ergawealth Advisors sold 805 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $57.3K.
First Trust Rising Dividend Achievers ETF made up 1.94% of Ergawealth Advisors's portfolio in Q1 2026, its #9 holding.
Ergawealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 14 quarters since.
Ergawealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $17M in Q2 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.