Keebeck Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Keebeck Wealth Management’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	–	Sell	-3,250	Closed	-$226K	–	448
2025 Q4	$226K	Hold	3,250	–	–	0.03%	343
2025 Q3	$219K	Hold	3,250	–	–	0.03%	341
2025 Q2	$204K	Buy	+3,250	New	+$191K	0.03%	325
2024 Q3	–	Sell	-5,832	Closed	-$319K	–	272
2024 Q2	$319K	Sell	5,832 -18	-0.3%	-$984	0.05%	214
2024 Q1	$329K	Hold	5,850	–	–	0.05%	228
2023 Q4	$302K	Hold	5,850	–	–	0.05%	223
2023 Q3	$269K	Sell	5,850 -286,890	-98%	-$13.7M	0.05%	220
2023 Q2	$13.8M	Buy	292,740 +3,250	+1%	+$147K	1.89%	11
2023 Q1	$13M	Hold	289,490	–	–	2.09%	7
2022 Q4	$12.7M	Hold	289,490	–	–	2.23%	7
2022 Q3	$11.3M	Hold	289,490	–	–	2.17%	7
2022 Q2	$11.8M	Hold	289,490	–	–	2.26%	7
2022 Q1	$14.2M	Buy	289,490 +2,600	+0.9%	+$130K	2.35%	9
2021 Q4	$14.9M	Hold	286,890	–	–	2.65%	8
2021 Q3	$13.6M	Hold	286,890	–	–	2.69%	7
2021 Q2	$13.8M	Buy	+286,890	New	+$13.7M	1.99%	10

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

Keebeck Wealth Management's RDVY Position: Q1 2026 in Review

Keebeck Wealth Management sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 3,250 shares — an estimated $226K sold.

Keebeck Wealth Management first reported a position in RDVY in Q2 2021 and held it in 16 quarters. The position peaked at $14.9M in Q4 2021. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Keebeck Wealth Management reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Keebeck Wealth Management sold 3,250 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $226K.
Keebeck Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and held it in 16 quarters.
Keebeck Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $14.9M in Q4 2021.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

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