Kestra Investment Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Kestra Investment 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	$544K	Buy	7,966 +3,403	+75%	+$242K	0.01%	285
2025 Q4	$317K	Buy	4,563 +418	+10%	+$28.4K	0.01%	356
2025 Q3	$279K	Buy	4,145 +628	+18%	+$40.7K	0.01%	364
2025 Q2	$221K	Buy	+3,517	New	+$207K	﹤0.01%	469
2025 Q1	–	Sell	-2,760	Closed	-$163K	–	1306
2024 Q4	$163K	Buy	+2,760	New	+$168K	0.01%	381

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 $79.5B AUM 27.1% 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

Kestra Investment Management's RDVY Position: Q1 2026 in Review

Kestra Investment Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 75% in Q1 2026, buying an estimated $242K and bringing the position to 7,966 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #285.

Kestra Investment Management first reported a position in RDVY in Q4 2024 and has held it in 5 quarters since. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Kestra Investment Management held 7,966 shares of First Trust Rising Dividend Achievers ETF worth $544K as of Q1 2026.
Kestra Investment Management bought 3,403 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $242K.
First Trust Rising Dividend Achievers ETF made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #285 holding.
Kestra Investment Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 5 quarters since.
761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.