Frederick Financial Consultants’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Frederick Financial Consultants’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	$7.95M	Buy	116,468 +1,977	+2%	+$141K	3.96%	9
2025 Q4	$7.95M	Buy	114,491 +2,805	+3%	+$191K	4.35%	7
2025 Q3	$7.51M	Buy	111,686 +5,350	+5%	+$347K	4.21%	7
2025 Q2	$6.67M	Buy	106,336 +1,579	+2%	+$92.9K	4.14%	7
2025 Q1	$6.13M	Buy	104,757 +1,818	+2%	+$111K	4.42%	7
2024 Q4	$6.09M	Buy	+102,939	New	+$6.28M	4.86%	6

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 $79.5B AUM 27.1% 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

Frederick Financial Consultants's RDVY Position: Q1 2026 in Review

Frederick Financial Consultants increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.7% in Q1 2026, buying an estimated $141K and bringing the position to 116,468 shares worth $7.95M. The position accounts for 3.96% of the portfolio, ranked #9.

Frederick Financial Consultants first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.95M in Q4 2025. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Frederick Financial Consultants held 116,468 shares of First Trust Rising Dividend Achievers ETF worth $7.95M as of Q1 2026.
Frederick Financial Consultants bought 1,977 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $141K.
First Trust Rising Dividend Achievers ETF made up 3.96% of Frederick Financial Consultants's portfolio in Q1 2026, its #9 holding.
Frederick Financial Consultants first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Frederick Financial Consultants's First Trust Rising Dividend Achievers ETF position peaked at $7.95M in Q4 2025.
761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.