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

Integrity Wealth Advisors’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	$20.7M	Buy	303,538 +35,008	+13%	+$2.49M	12.36%	1
2025 Q4	$18.7M	Sell	268,530 -270,588	-50%	-$18.4M	12.71%	1
2025 Q3	$35.2M	Buy	539,118 +252,671	+88%	+$16.4M	12.62%	3
2025 Q2	$18M	Buy	286,447 +59,568	+26%	+$3.5M	12.56%	3
2025 Q1	$13.3M	Buy	226,879 +45,789	+25%	+$2.78M	9.73%	4
2024 Q4	$10.7M	Buy	+181,090	New	+$11M	7.8%	4

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

Integrity Wealth Advisors's RDVY Position: Q1 2026 in Review

Integrity Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q1 2026, buying an estimated $2.49M and bringing the position to 303,538 shares worth $20.7M. The position accounts for 12.36% of the portfolio, ranked #1.

Integrity Wealth Advisors first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.2M in Q3 2025. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Integrity Wealth Advisors held 303,538 shares of First Trust Rising Dividend Achievers ETF worth $20.7M as of Q1 2026.
Integrity Wealth Advisors bought 35,008 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $2.49M.
First Trust Rising Dividend Achievers ETF made up 12.36% of Integrity Wealth Advisors's portfolio in Q1 2026, its #1 holding.
Integrity Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Integrity Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $35.2M in Q3 2025.
766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.