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Graney & King’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Graney & King’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 		$4.88M Buy
71,449
+11,974
+20% +$852K 2.63% 11
2025
Q4 		$4.13M Buy
59,475
+41,281
+227% +$2.81M 2.42% 12
2025
Q3 		$1.22M Buy
18,194
+17,732
+3,838% +$1.15M 0.85% 20
2025
Q2 		$29K Hold
462
– – 0.02% 162
2025
Q1 		$27K Buy
462
+1
+0.2% +$61 0.02% 163
2024
Q4 		$27.3K Buy
+461
New +$28.1K 0.02% 161

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

Graney & King's RDVY Position: Q1 2026 in Review

Graney & King increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 20% in Q1 2026, buying an estimated $852K and bringing the position to 71,449 shares worth $4.88M. The position accounts for 2.63% of the portfolio, ranked #11.

Graney & King first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Graney & King held 71,449 shares of First Trust Rising Dividend Achievers ETF worth $4.88M as of Q1 2026.
  • Graney & King bought 11,974 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $852K.
  • First Trust Rising Dividend Achievers ETF made up 2.63% of Graney & King's portfolio in Q1 2026, its #11 holding.
  • Graney & King first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.