Fee-Only Financial Planning’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Fee-Only Financial Planning’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	$282K	Hold	4,135	–	–	0.17%	35
2025 Q4	$287K	Hold	4,135	–	–	0.17%	35
2025 Q3	$278K	Sell	4,135 -100	-2%	-$6.49K	0.16%	35
2025 Q2	$266K	Hold	4,235	–	–	0.16%	35
2025 Q1	$248K	Sell	4,235 -200	-5%	-$12.2K	0.17%	37
2024 Q4	$262K	Sell	4,435 -200	-4%	-$12.2K	0.17%	36
2024 Q3	$274K	Sell	4,635 -300	-6%	-$17.1K	0.18%	36
2024 Q2	$270K	Sell	4,935 -200	-4%	-$10.9K	0.18%	35
2024 Q1	$288K	Sell	5,135 -630	-11%	-$33K	0.19%	35
2023 Q4	$298K	Sell	5,765 -100	-2%	-$4.73K	0.22%	32
2023 Q3	$269K	Hold	5,865	–	–	0.22%	34
2023 Q2	$276K	Hold	5,865	–	–	0.21%	36
2023 Q1	$263K	Sell	5,865 -300	-5%	-$13.8K	0.21%	35
2022 Q4	$271K	Buy	+6,165	New	+$270K	0.23%	36

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

Fee-Only Financial Planning's RDVY Position: Q1 2026 in Review

Fee-Only Financial Planning held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q1 2026 at 4,135 shares worth $282K. The position accounts for 0.17% of the portfolio, ranked #35.

Fee-Only Financial Planning first reported a position in RDVY in Q4 2022 and has held it in 14 quarters since. The position peaked at $298K in Q4 2023. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Fee-Only Financial Planning held 4,135 shares of First Trust Rising Dividend Achievers ETF worth $282K as of Q1 2026.
Fee-Only Financial Planning left its First Trust Rising Dividend Achievers ETF share count unchanged in Q1 2026.
First Trust Rising Dividend Achievers ETF made up 0.17% of Fee-Only Financial Planning's portfolio in Q1 2026, its #35 holding.
Fee-Only Financial Planning first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's First Trust Rising Dividend Achievers ETF position peaked at $298K in Q4 2023.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.