Integrity Alliance’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Integrity Alliance’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	$2.85M	Sell	41,712 -24,111	-37%	-$1.72M	0.11%	161
2025 Q4	$4.57M	Buy	65,823 +42,687	+185%	+$2.9M	0.17%	119
2025 Q3	$1.56M	Buy	23,136 +5,415	+31%	+$351K	0.07%	197
2025 Q2	$1.11M	Sell	17,721 -5,190	-23%	-$305K	0.06%	210
2025 Q1	$1.34M	Buy	+22,911	New	+$1.39M	0.05%	233

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

Integrity Alliance's RDVY Position: Q1 2026 in Review

Integrity Alliance reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 37% in Q1 2026, selling an estimated $1.72M and leaving 41,712 shares worth $2.85M. The position accounts for 0.11% of the portfolio, ranked #161.

Integrity Alliance first reported a position in RDVY in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.57M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Integrity Alliance held 41,712 shares of First Trust Rising Dividend Achievers ETF worth $2.85M as of Q1 2026.
Integrity Alliance sold 24,111 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.72M.
First Trust Rising Dividend Achievers ETF made up 0.11% of Integrity Alliance's portfolio in Q1 2026, its #161 holding.
Integrity Alliance first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
Integrity Alliance's First Trust Rising Dividend Achievers ETF position peaked at $4.57M in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.