Gentry Private Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gentry Private 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	$596K	Buy	8,722 +352	+4%	+$25.1K	0.36%	41
2025 Q4	$581K	Buy	8,370 +4,641	+124%	+$315K	0.37%	36
2025 Q3	$251K	Sell	3,729 -174	-4%	-$11.3K	0.17%	82
2025 Q2	$245K	Buy	3,903 +7	+0.2%	+$412	0.19%	81
2025 Q1	$228K	Hold	3,896	–	–	0.19%	82
2024 Q4	$230K	Buy	3,896 +350	+10%	+$21.4K	0.96%	29
2024 Q3	$210K	Buy	+3,546	New	+$202K	0.17%	83

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

Gentry Private Wealth's RDVY Position: Q1 2026 in Review

Gentry Private Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.2% in Q1 2026, buying an estimated $25.1K and bringing the position to 8,722 shares worth $596K. The position accounts for 0.36% of the portfolio, ranked #41.

Gentry Private Wealth first reported a position in RDVY in Q3 2024 and has held it in 7 quarters since. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Gentry Private Wealth held 8,722 shares of First Trust Rising Dividend Achievers ETF worth $596K as of Q1 2026.
Gentry Private Wealth bought 352 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $25.1K.
First Trust Rising Dividend Achievers ETF made up 0.36% of Gentry Private Wealth's portfolio in Q1 2026, its #41 holding.
Gentry Private Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 7 quarters since.
761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.