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

IMG 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	$5.72M	Buy	83,754 +5,072	+6%	+$361K	3.65%	7
2025 Q4	$5.47M	Buy	78,682 +4,772	+6%	+$324K	3.47%	9
2025 Q3	$4.97M	Buy	73,910 +11,570	+19%	+$751K	3.36%	11
2025 Q2	$3.91M	Buy	62,340 +5,727	+10%	+$337K	3.03%	11
2025 Q1	$3.31M	Buy	56,613 +3,116	+6%	+$189K	2.98%	12
2024 Q4	$3.16M	Buy	+53,497	New	+$3.26M	2.93%	12

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

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

IMG Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.4% in Q1 2026, buying an estimated $361K and bringing the position to 83,754 shares worth $5.72M. The position accounts for 3.65% of the portfolio, ranked #7.

IMG Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

IMG Wealth Management held 83,754 shares of First Trust Rising Dividend Achievers ETF worth $5.72M as of Q1 2026.
IMG Wealth Management bought 5,072 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $361K.
First Trust Rising Dividend Achievers ETF made up 3.65% of IMG Wealth Management's portfolio in Q1 2026, its #7 holding.
IMG Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.