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

Flagship Wealth 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	$4.14K	Sell	66 -76	-54%	-$5.41K	﹤0.01%	320
2025 Q4	$9.87K	Hold	142	–	–	﹤0.01%	328
2025 Q3	$9.55K	Buy	142 +76	+115%	+$4.93K	﹤0.01%	334
2025 Q2	$4.14K	Hold	66	–	–	﹤0.01%	337
2025 Q1	$3.86K	Hold	66	–	–	﹤0.01%	342
2024 Q4	$3.9K	Buy	+66	New	+$4.03K	﹤0.01%	332

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

Flagship Wealth Advisors's RDVY Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 54% in Q1 2026, selling an estimated $5.41K and leaving 66 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Flagship Wealth Advisors first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.87K in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Flagship Wealth Advisors held 66 shares of First Trust Rising Dividend Achievers ETF worth $4.14K as of Q1 2026.
Flagship Wealth Advisors sold 76 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $5.41K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #320 holding.
Flagship Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $9.87K in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.