Insigneo Advisory Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1M Sell
14,662
-5,419
-27% -$386K 0.07% 217
2025
Q4
$1.4M Buy
20,081
+125
+0.6% +$8.5K 0.1% 168
2025
Q3
$1.34M Buy
19,956
+163
+0.8% +$10.6K 0.09% 169
2025
Q2
$1.24M Sell
19,793
-377
-2% -$22.2K 0.11% 165
2025
Q1
$1.18M Sell
20,170
-1,342
-6% -$81.6K 0.12% 152
2024
Q4
$1.27M Sell
21,512
-1,477
-6% -$90.1K 0.13% 143
2024
Q3
$1.36M Buy
22,989
+3,813
+20% +$217K 0.14% 142
2024
Q2
$1.03M Sell
19,176
-527
-3% -$28.8K 0.12% 168
2024
Q1
$1.11M Sell
19,703
-4,085
-17% -$214K 0.13% 151
2023
Q4
$1.23M Sell
23,788
-3,658
-13% -$173K 0.17% 124
2023
Q3
$1.26M Sell
27,446
-93
-0.3% -$4.45K 0.26% 85
2023
Q2
$1.3M Buy
27,539
+14,442
+110% +$653K 0.25% 86
2023
Q1
$588K Sell
13,097
-1,868
-12% -$85.8K 0.19% 114
2022
Q4
$657K Buy
+14,965
New +$654K 0.25% 84

Other funds holding RDVY

Insigneo Advisory Services's RDVY Position: Q1 2026 in Review

Insigneo Advisory Services reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 27% in Q1 2026, selling an estimated $386K and leaving 14,662 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #217.

Insigneo Advisory Services first reported a position in RDVY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.4M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Insigneo Advisory Services held 14,662 shares of First Trust Rising Dividend Achievers ETF worth $1M as of Q1 2026.
  • Insigneo Advisory Services sold 5,419 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $386K.
  • First Trust Rising Dividend Achievers ETF made up 0.07% of Insigneo Advisory Services's portfolio in Q1 2026, its #217 holding.
  • Insigneo Advisory Services first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 14 quarters since.
  • Insigneo Advisory Services's First Trust Rising Dividend Achievers ETF position peaked at $1.4M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.