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

Forefront Wealth Partners’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	$894K	Sell	13,093 -27,514	-68%	-$1.96M	0.37%	63
2025 Q4	$2.82M	Sell	40,607 -1,892	-4%	-$129K	1.34%	17
2025 Q3	$2.86M	Buy	+42,499	New	+$2.76M	0.72%	38
2025 Q2	–	Sell	-37,887	Closed	-$2.22M	–	125
2025 Q1	$2.22M	Buy	+37,887	New	+$2.3M	1.51%	18

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

Forefront Wealth Partners's RDVY Position: Q1 2026 in Review

Forefront Wealth Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 68% in Q1 2026, selling an estimated $1.96M and leaving 13,093 shares worth $894K. The position accounts for 0.37% of the portfolio, ranked #63.

Forefront Wealth Partners first reported a position in RDVY in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.86M in Q3 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Forefront Wealth Partners held 13,093 shares of First Trust Rising Dividend Achievers ETF worth $894K as of Q1 2026.
Forefront Wealth Partners sold 27,514 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.96M.
First Trust Rising Dividend Achievers ETF made up 0.37% of Forefront Wealth Partners's portfolio in Q1 2026, its #63 holding.
Forefront Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 4 quarters since.
Forefront Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $2.86M in Q3 2025.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.