Garden State Investment Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$494K Buy
7,233
+1,263
+21% +$89.9K 0.11% 155
2025
Q4
$415K Sell
5,970
-1,525
-20% -$104K 0.09% 180
2025
Q3
$504K Hold
7,495
0.11% 154
2025
Q2
$470K Sell
7,495
-1,225
-14% -$72K 0.12% 157
2025
Q1
$510K Buy
8,720
+3,750
+75% +$228K 0.16% 121
2024
Q4
$294K Buy
+4,970
New +$303K 0.09% 187

Other funds holding RDVY

Garden State Investment Advisory Services's RDVY Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 21% in Q1 2026, buying an estimated $89.9K and bringing the position to 7,233 shares worth $494K. The position accounts for 0.11% of the portfolio, ranked #155.

Garden State Investment Advisory Services first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $510K in Q1 2025. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Garden State Investment Advisory Services held 7,233 shares of First Trust Rising Dividend Achievers ETF worth $494K as of Q1 2026.
  • Garden State Investment Advisory Services bought 1,263 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $89.9K.
  • First Trust Rising Dividend Achievers ETF made up 0.11% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #155 holding.
  • Garden State Investment Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • Garden State Investment Advisory Services's First Trust Rising Dividend Achievers ETF position peaked at $510K in Q1 2025.
  • 761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.