GSG Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

GSG Advisors’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	$12.9M	Buy	189,055 +11,853	+7%	+$844K	3.35%	6
2025 Q4	$12.3M	Buy	177,202 +5,142	+3%	+$350K	3.18%	6
2025 Q3	$11.6M	Buy	172,060 +957	+0.6%	+$62.1K	3.06%	6
2025 Q2	$10.7M	Buy	171,103 +4,604	+3%	+$271K	3.11%	7
2025 Q1	$9.32M	Buy	166,499 +8,207	+5%	+$499K	3.06%	7
2024 Q4	$9.36M	Buy	158,292 +14,670	+10%	+$895K	2.95%	7
2024 Q3	$8.44M	Buy	143,622 +4,369	+3%	+$248K	2.79%	8
2024 Q2	$7.61M	Buy	139,253 +3,262	+2%	+$178K	2.69%	7
2024 Q1	$7.55M	Buy	135,991 +6,268	+5%	+$329K	2.77%	7
2023 Q4	$6.65M	Buy	129,723 +26,987	+26%	+$1.28M	2.5%	7
2023 Q3	$4.72M	Buy	+102,736	New	+$4.91M	2.3%	8

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

GSG Advisors's RDVY Position: Q1 2026 in Review

GSG Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.7% in Q1 2026, buying an estimated $844K and bringing the position to 189,055 shares worth $12.9M. The position accounts for 3.35% of the portfolio, ranked #6.

GSG Advisors first reported a position in RDVY in Q3 2023 and has held it in 11 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

GSG Advisors held 189,055 shares of First Trust Rising Dividend Achievers ETF worth $12.9M as of Q1 2026.
GSG Advisors bought 11,853 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $844K.
First Trust Rising Dividend Achievers ETF made up 3.35% of GSG Advisors's portfolio in Q1 2026, its #6 holding.
GSG Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 11 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on GSG Advisors's 13F filing for Q1 2026, filed 13 May 2026.