Lake Street Private Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Lake Street Private Wealth’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	-9,268	Closed	-$644K	–	295
2025 Q4	$644K	Sell	9,268 -142	-2%	-$9.65K	0.08%	148
2025 Q3	$633K	Buy	9,410 +1,328	+16%	+$86.1K	0.08%	145
2025 Q2	$507K	Buy	+8,082	New	+$475K	0.07%	155

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lake Street Private Wealth's RDVY Position: Q1 2026 in Review

Lake Street Private Wealth sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 9,268 shares — an estimated $644K sold.

Lake Street Private Wealth first reported a position in RDVY in Q2 2025 and held it in 3 quarters. The position peaked at $644K in Q4 2025. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Lake Street Private Wealth reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Lake Street Private Wealth sold 9,268 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $644K.
Lake Street Private Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and held it in 3 quarters.
Lake Street Private Wealth's First Trust Rising Dividend Achievers ETF position peaked at $644K in Q4 2025.
766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.