Focus Partners Advisor Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Focus Partners Advisor Solutions’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	$774K	Buy	11,328 +152	+1%	+$10.8K	0.01%	640
2025 Q4	$776K	Buy	11,176 +2,411	+28%	+$164K	0.01%	573
2025 Q3	$593K	Sell	8,765 -3,511	-29%	-$228K	0.01%	678
2025 Q2	$770K	Buy	12,276 +1,134	+10%	+$66.7K	0.01%	524
2025 Q1	$652K	Buy	11,142 +5,344	+92%	+$325K	0.01%	510
2024 Q4	$343K	Sell	5,798 -4,784	-45%	-$292K	0.01%	568
2024 Q3	$627K	Buy	10,582 +1,316	+14%	+$74.8K	0.01%	394
2024 Q2	$507K	Buy	9,266 +1,278	+16%	+$69.9K	0.01%	365
2024 Q1	$449K	Buy	+7,988	New	+$419K	0.01%	385

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

Focus Partners Advisor Solutions's RDVY Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.4% in Q1 2026, buying an estimated $10.8K and bringing the position to 11,328 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #640.

Focus Partners Advisor Solutions first reported a position in RDVY in Q1 2024 and has held it in 9 quarters since. The position peaked at $776K in Q4 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Focus Partners Advisor Solutions held 11,328 shares of First Trust Rising Dividend Achievers ETF worth $774K as of Q1 2026.
Focus Partners Advisor Solutions bought 152 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $10.8K.
First Trust Rising Dividend Achievers ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #640 holding.
Focus Partners Advisor Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
Focus Partners Advisor Solutions's First Trust Rising Dividend Achievers ETF position peaked at $776K in Q4 2025.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.