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

Guided Capital 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	$7.99M	Sell	117,052 -267	-0.2%	-$19K	5.27%	6
2025 Q4	$8.15M	Buy	117,319 +21,375	+22%	+$1.45M	5.71%	8
2025 Q3	$6.45M	Sell	95,944 -38,078	-28%	-$2.47M	5.53%	8
2025 Q2	$8.41M	Sell	134,022 -2,008	-1%	-$118K	6.48%	3
2025 Q1	$7.96M	Buy	136,030 +3,104	+2%	+$189K	6.65%	3
2024 Q4	$7.86M	Buy	+132,926	New	+$8.11M	7.2%	3

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

Guided Capital Wealth Management's RDVY Position: Q1 2026 in Review

Guided Capital Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.23% in Q1 2026, selling an estimated $19K and leaving 117,052 shares worth $7.99M. The position accounts for 5.27% of the portfolio, ranked #6.

Guided Capital Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.41M in Q2 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Guided Capital Wealth Management held 117,052 shares of First Trust Rising Dividend Achievers ETF worth $7.99M as of Q1 2026.
Guided Capital Wealth Management sold 267 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $19K.
First Trust Rising Dividend Achievers ETF made up 5.27% of Guided Capital Wealth Management's portfolio in Q1 2026, its #6 holding.
Guided Capital Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Guided Capital Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $8.41M in Q2 2025.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.