L & S Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

L & S 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	$1.77M	Sell	25,936 -24	-0.1%	-$1.71K	0.22%	117
2025 Q4	$1.8M	Buy	25,960 +391	+2%	+$26.6K	0.17%	157
2025 Q3	$1.72M	Buy	25,569 +2,155	+9%	+$140K	0.17%	132
2025 Q2	$1.47M	Buy	23,414 +2,821	+14%	+$166K	0.15%	147
2025 Q1	$1.21M	Buy	20,593 +655	+3%	+$39.8K	0.15%	160
2024 Q4	$1.18M	Buy	19,938 +588	+3%	+$35.9K	0.13%	168
2024 Q3	$1.15M	Buy	19,350 +197	+1%	+$11.2K	0.12%	182
2024 Q2	$1.05M	Buy	19,153 +1,452	+8%	+$79.4K	0.12%	176
2024 Q1	$994K	Buy	17,701 +132	+0.8%	+$6.92K	0.11%	188
2023 Q4	$908K	Sell	17,569 -2,277	-11%	-$108K	0.11%	174
2023 Q3	$912K	Sell	19,846 -1,058	-5%	-$50.6K	0.13%	165
2023 Q2	$985K	Buy	20,904 +8,201	+65%	+$371K	0.13%	158
2023 Q1	$570K	Buy	+12,703	New	+$583K	0.08%	197

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

L & S Advisors's RDVY Position: Q1 2026 in Review

L & S Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.09% in Q1 2026, selling an estimated $1.71K and leaving 25,936 shares worth $1.77M. The position accounts for 0.22% of the portfolio, ranked #117.

L & S Advisors first reported a position in RDVY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.8M in Q4 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

L & S Advisors held 25,936 shares of First Trust Rising Dividend Achievers ETF worth $1.77M as of Q1 2026.
L & S Advisors sold 24 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.71K.
First Trust Rising Dividend Achievers ETF made up 0.22% of L & S Advisors's portfolio in Q1 2026, its #117 holding.
L & S Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 13 quarters since.
L & S Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.8M in Q4 2025.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.