JWCA
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J.W. Cole Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

J.W. Cole 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 		$10.5M Buy
154,431
+48,433
+46% +$3.45M 0.36% 58
2025
Q4 		$7.33M Buy
105,998
+14,615
+16% +$993K 0.18% 116
2025
Q3 		$6.15M Buy
91,383
+4,293
+5% +$278K 0.12% 174
2025
Q2 		$5.46M Buy
87,090
+1,597
+2% +$93.9K 0.12% 184
2025
Q1 		$5M Buy
85,493
+14,772
+21% +$898K 0.16% 139
2024
Q4 		$4.18M Buy
70,721
+924
+1% +$56.4K 0.17% 128
2024
Q3 		$4.13M Buy
69,797
+1,351
+2% +$76.8K 0.17% 131
2024
Q2 		$3.75M Buy
68,446
+777
+1% +$42.5K 0.18% 123
2024
Q1 		$3.8M Buy
67,669
+7,242
+12% +$380K 0.19% 119
2023
Q4 		$3.12M Buy
60,427
+1,600
+3% +$75.6K 0.18% 130
2023
Q3 		$2.7M Buy
58,827
+29
+0% +$1.39K 0.2% 122
2023
Q2 		$2.77M Buy
58,798
+6,546
+13% +$296K 0.2% 125
2023
Q1 		$2.34M Buy
52,252
+2,236
+4% +$103K 0.17% 147
2022
Q4 		$2.2M Sell
50,016
-462
-0.9% -$20.2K 0.17% 146
2022
Q3 		$1.96M Sell
50,478
-6,861
-12% -$295K 0.16% 149
2022
Q2 		$2.35M Sell
57,339
-2,730
-5% -$124K 0.19% 133
2022
Q1 		$2.94M Buy
60,069
+9,500
+19% +$474K 0.2% 126
2021
Q4 		$2.62M Buy
+50,569
New +$2.55M 0.17% 140
2021
Q3 		– Sell
-35,849
Closed -$1.72M – 692
2021
Q2 		$1.72M Buy
35,849
+4,280
+14% +$205K 0.14% 176
2021
Q1 		$1.44M Buy
31,569
+13,202
+72% +$563K 0.14% 186
2020
Q4 		$734K Buy
+18,367
New +$668K 0.08% 272
2020
Q3 		– Sell
-24,769
Closed -$764K – 800
2020
Q2 		$764K Buy
24,769
+7,048
+40% +$205K 0.11% 185
2020
Q1 		$454K Buy
+17,721
New +$575K 0.88% 36

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J.W. Cole Advisors's RDVY Position: Q1 2026 in Review

J.W. Cole Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 46% in Q1 2026, buying an estimated $3.45M and bringing the position to 154,431 shares worth $10.5M. The position accounts for 0.36% of the portfolio, ranked #58.

J.W. Cole Advisors first reported a position in RDVY in Q1 2020 and has held it in 23 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • J.W. Cole Advisors held 154,431 shares of First Trust Rising Dividend Achievers ETF worth $10.5M as of Q1 2026.
  • J.W. Cole Advisors bought 48,433 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $3.45M.
  • First Trust Rising Dividend Achievers ETF made up 0.36% of J.W. Cole Advisors's portfolio in Q1 2026, its #58 holding.
  • J.W. Cole Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 23 quarters since.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.