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

Focus Partners Wealth’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	$3.46M	Buy	50,683 +5,129	+11%	+$365K	﹤0.01%	1077
2025 Q4	$3.16M	Buy	45,554 +3,887	+9%	+$264K	﹤0.01%	1137
2025 Q3	$2.8M	Buy	41,667 +684	+2%	+$44.4K	﹤0.01%	916
2025 Q2	$2.57M	Sell	40,983 -1,008	-2%	-$59.3K	0.01%	840
2025 Q1	$2.46M	Sell	41,991 -4,816	-10%	-$293K	0.01%	801
2024 Q4	$2.77M	Buy	46,807 +3,796	+9%	+$232K	0.01%	764
2024 Q3	$2.58M	Sell	43,011 -3,507	-8%	-$199K	0.01%	721
2024 Q2	$2.55M	Buy	46,518 +41,830	+892%	+$2.29M	0.01%	616
2024 Q1	$263K	Buy	+4,688	New	+$246K	﹤0.01%	874

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 Wealth's RDVY Position: Q1 2026 in Review

Focus Partners Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 11% in Q1 2026, buying an estimated $365K and bringing the position to 50,683 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Focus Partners Wealth first reported a position in RDVY in Q1 2024 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Focus Partners Wealth held 50,683 shares of First Trust Rising Dividend Achievers ETF worth $3.46M as of Q1 2026.
Focus Partners Wealth bought 5,129 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $365K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1077 holding.
Focus Partners Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.