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Jaffetilchin Investment Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Jaffetilchin Investment Partners’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 		$5.69M Buy
83,285
+961
+1% +$68.4K 0.34% 51
2025
Q4 		$5.72M Buy
82,324
+1,839
+2% +$125K 0.33% 50
2025
Q3 		$5.41M Buy
80,485
+3,915
+5% +$254K 0.32% 53
2025
Q2 		$4.8M Buy
76,570
+27,462
+56% +$1.62M 0.31% 56
2025
Q1 		$2.87M Sell
49,108
-247,495
-83% -$15M 0.21% 85
2024
Q4 		$17.5M Buy
296,603
+13,633
+5% +$832K 1.27% 19
2024
Q3 		$16.8M Sell
282,970
-8,984
-3% -$511K 1.27% 20
2024
Q2 		$16M Sell
291,954
-8,616
-3% -$471K 1.36% 18
2024
Q1 		$16.9M Buy
300,570
+26,013
+9% +$1.36M 1.51% 18
2023
Q4 		$14.2M Buy
274,557
+44,014
+19% +$2.08M 1.38% 16
2023
Q3 		$10.6M Sell
230,543
-1,197
-0.5% -$57.2K 1.17% 21
2023
Q2 		$10.9M Buy
231,740
+7,873
+4% +$356K 1.15% 20
2023
Q1 		$10M Buy
223,867
+46,443
+26% +$2.13M 1.14% 21
2022
Q4 		$7.79M Sell
177,424
-25,784
-13% -$1.13M 0.95% 24
2022
Q3 		$7.9M Buy
203,208
+8,820
+5% +$379K 1.01% 23
2022
Q2 		$7.95M Sell
194,388
-10,168
-5% -$461K 0.94% 25
2022
Q1 		$8.98M Buy
204,556
+85,104
+71% +$4.25M 1.06% 22
2021
Q4 		$6.19M Buy
119,452
+16,103
+16% +$812K 0.58% 38
2021
Q3 		$4.91M Buy
103,349
+5,980
+6% +$290K 0.52% 39
2021
Q2 		$4.68M Buy
97,369
+13,681
+16% +$655K 0.32% 56
2021
Q1 		$3.81M Buy
83,688
+74,527
+814% +$3.18M 0.45% 47
2020
Q4 		$366K Sell
9,161
-2,081
-19% -$75.7K 0.05% 204
2020
Q3 		$368K Buy
+11,242
New +$365K 0.07% 169

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jaffetilchin Investment Partners's RDVY Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.2% in Q1 2026, buying an estimated $68.4K and bringing the position to 83,285 shares worth $5.69M. The position accounts for 0.34% of the portfolio, ranked #51.

Jaffetilchin Investment Partners first reported a position in RDVY in Q3 2020 and has held it in 23 quarters since. The position peaked at $17.5M in Q4 2024. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Jaffetilchin Investment Partners held 83,285 shares of First Trust Rising Dividend Achievers ETF worth $5.69M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 961 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $68.4K.
  • First Trust Rising Dividend Achievers ETF made up 0.34% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #51 holding.
  • Jaffetilchin Investment Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2020 and has held it in 23 quarters since.
  • Jaffetilchin Investment Partners's First Trust Rising Dividend Achievers ETF position peaked at $17.5M in Q4 2024.
  • 766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.