Howard Bailey Securities’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Howard Bailey Securities’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	–	Sell	-3,673	Closed	-$255K	–	145
2025 Q4	$255K	Sell	3,673 -418	-10%	-$28.4K	0.1%	118
2025 Q3	$275K	Buy	4,091 +578	+16%	+$37.5K	0.08%	114
2025 Q2	$220K	Sell	3,513 -741	-17%	-$43.6K	0.07%	139
2025 Q1	$249K	Buy	+4,254	New	+$259K	0.08%	128

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Howard Bailey Securities's RDVY Position: Q1 2026 in Review

Howard Bailey Securities sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 3,673 shares — an estimated $255K sold.

Howard Bailey Securities first reported a position in RDVY in Q1 2025 and held it in 4 quarters. The position peaked at $275K in Q3 2025. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Howard Bailey Securities reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Howard Bailey Securities sold 3,673 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $255K.
Howard Bailey Securities first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and held it in 4 quarters.
Howard Bailey Securities's First Trust Rising Dividend Achievers ETF position peaked at $275K in Q3 2025.
766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Howard Bailey Securities's 13F filing for Q1 2026, filed 23 Apr 2026.