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FSB Premier Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

FSB Premier Wealth Management’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 		$1.1M Sell
16,105
-1,305
-7% -$92.9K 0.34% 74
2025
Q4 		$1.21M Sell
17,410
-460
-3% -$31.3K 0.38% 68
2025
Q3 		$1.2M Sell
17,870
-283
-2% -$18.4K 0.4% 69
2025
Q2 		$1.14M Buy
18,153
+3
+0% +$176 0.41% 69
2025
Q1 		$1.06M Buy
18,150
+700
+4% +$42.5K 0.41% 69
2024
Q4 		$1.03M Sell
17,450
-1,126
-6% -$68.7K 0.41% 64
2024
Q3 		$1.1M Buy
18,576
+1,363
+8% +$77.5K 0.45% 60
2024
Q2 		$942K Sell
17,213
-2,124
-11% -$116K 0.43% 55
2024
Q1 		$1.09M Buy
19,337
+226
+1% +$11.9K 0.51% 45
2023
Q4 		$987K Buy
19,111
+147
+0.8% +$6.95K 0.49% 49
2023
Q3 		$871K Sell
18,964
-10,930
-37% -$523K 0.48% 44
2023
Q2 		$1.41M Sell
29,894
-201
-0.7% -$9.09K 0.76% 30
2023
Q1 		$1.35M Sell
30,095
-54,050
-64% -$2.48M 0.75% 32
2022
Q4 		$3.7M Buy
84,145
+2,290
+3% +$100K 2.02% 13
2022
Q3 		$3.18M Buy
81,855
+12,030
+17% +$517K 1.86% 16
2022
Q2 		$2.86M Buy
69,825
+801
+1% +$36.3K 1.58% 17
2022
Q1 		$3.24M Buy
69,024
+39,854
+137% +$1.99M 1.63% 16
2021
Q4 		$1.51M Buy
+29,170
New +$1.47M 0.63% 34

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FSB Premier Wealth Management's RDVY Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.5% in Q1 2026, selling an estimated $92.9K and leaving 16,105 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #74.

FSB Premier Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.7M in Q4 2022. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • FSB Premier Wealth Management held 16,105 shares of First Trust Rising Dividend Achievers ETF worth $1.1M as of Q1 2026.
  • FSB Premier Wealth Management sold 1,305 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $92.9K.
  • First Trust Rising Dividend Achievers ETF made up 0.34% of FSB Premier Wealth Management's portfolio in Q1 2026, its #74 holding.
  • FSB Premier Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • FSB Premier Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $3.7M in Q4 2022.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.