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

Florida Financial 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	$365K	Buy	5,340 +1,204	+29%	+$85.7K	0.09%	212
2025 Q4	$287K	Buy	4,136 +2	+0%	+$136	0.08%	223
2025 Q3	$278K	Buy	+4,134	New	+$268K	0.09%	206
2025 Q2	–	Sell	-4,006	Closed	-$235K	–	277
2025 Q1	$235K	Buy	4,006 +125	+3%	+$7.6K	0.09%	217
2024 Q4	$230K	Sell	3,881 -1,145	-23%	-$69.9K	0.1%	173
2024 Q3	$297K	Sell	5,026 -1,786	-26%	-$102K	0.15%	132
2024 Q2	$373K	Buy	6,812 +2,146	+46%	+$117K	0.22%	78
2024 Q1	$262K	Sell	4,666 -508	-10%	-$26.6K	0.19%	95
2023 Q4	$267K	Buy	+5,174	New	+$245K	0.25%	82

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

Florida Financial Advisors's RDVY Position: Q1 2026 in Review

Florida Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 29% in Q1 2026, buying an estimated $85.7K and bringing the position to 5,340 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #212.

Florida Financial Advisors first reported a position in RDVY in Q4 2023 and has held it in 9 quarters since. The position peaked at $373K in Q2 2024. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Florida Financial Advisors held 5,340 shares of First Trust Rising Dividend Achievers ETF worth $365K as of Q1 2026.
Florida Financial Advisors bought 1,204 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $85.7K.
First Trust Rising Dividend Achievers ETF made up 0.09% of Florida Financial Advisors's portfolio in Q1 2026, its #212 holding.
Florida Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 9 quarters since.
Florida Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $373K in Q2 2024.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.