KA
RDVY icon

Klingman & Associates’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Klingman & Associates’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
-3,849
Closed -$267K – 346
2025
Q4 		$267K Hold
3,849
– – 0.01% 272
2025
Q3 		$259K Hold
3,849
– – 0.01% 284
2025
Q2 		$241K Buy
+3,849
New +$226K 0.01% 276

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

Klingman & Associates's RDVY Position: Q1 2026 in Review

Klingman & Associates sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 3,849 shares — an estimated $267K sold.

Klingman & Associates first reported a position in RDVY in Q2 2025 and held it in 3 quarters. The position peaked at $267K in Q4 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Klingman & Associates reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
  • Klingman & Associates sold 3,849 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $267K.
  • Klingman & Associates first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and held it in 3 quarters.
  • Klingman & Associates's First Trust Rising Dividend Achievers ETF position peaked at $267K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.