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

Greenwich 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	$607K	Buy	8,891 +1	+0%	+$71	0.02%	188
2025 Q4	$618K	Hold	8,890	–	–	0.03%	184
2025 Q3	$598K	Hold	8,890	–	–	0.03%	187
2025 Q2	$558K	Buy	8,890 +1	+0%	+$59	0.03%	168
2025 Q1	$520K	Buy	8,889 +1	+0%	+$61	0.04%	159
2024 Q4	$526K	Hold	8,888	–	–	0.04%	163
2024 Q3	$526K	Buy	8,888 +851	+11%	+$48.4K	0.04%	167
2024 Q2	$440K	Hold	8,037	–	–	0.03%	170
2024 Q1	$451K	Sell	8,037 -630	-7%	-$33K	0.04%	173
2023 Q4	$448K	Sell	8,667 -227	-3%	-$10.7K	0.04%	165
2023 Q3	$409K	Sell	8,894 -1,792	-17%	-$85.7K	0.04%	160
2023 Q2	$503K	Sell	10,686 -26,159	-71%	-$1.18M	0.05%	154
2023 Q1	$1.65M	Sell	36,845 -7,701	-17%	-$354K	0.18%	79
2022 Q4	$1.96M	Sell	44,546 -2,427	-5%	-$106K	0.22%	71
2022 Q3	$1.83M	Sell	46,973 -26,324	-36%	-$1.13M	0.19%	73
2022 Q2	$3M	Buy	73,297 +1,425	+2%	+$64.6K	0.4%	44
2022 Q1	$3.52M	Buy	71,872 +58,728	+447%	+$2.93M	0.36%	42
2021 Q4	$681K	Buy	+13,144	New	+$663K	0.06%	140

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 $71.6B AUM 21.08% 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

Greenwich Wealth Management's RDVY Position: Q1 2026 in Review

Greenwich Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.01% in Q1 2026, buying an estimated $71 and bringing the position to 8,891 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #188.

Greenwich Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.52M in Q1 2022. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Greenwich Wealth Management held 8,891 shares of First Trust Rising Dividend Achievers ETF worth $607K as of Q1 2026.
Greenwich Wealth Management bought 1 First Trust Rising Dividend Achievers ETF share in Q1 2026, an estimated $71.
First Trust Rising Dividend Achievers ETF made up 0.02% of Greenwich Wealth Management's portfolio in Q1 2026, its #188 holding.
Greenwich Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
Greenwich Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $3.52M in Q1 2022.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.