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Laraway Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Laraway Financial 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 		$435K Buy
6,375
+151
+2% +$10.7K 0.31% 77
2025
Q4 		$432K Buy
6,224
+133
+2% +$9.04K 0.28% 79
2025
Q3 		$410K Buy
6,091
+1
+0% +$65 0.28% 84
2025
Q2 		$382K Buy
6,090
+501
+9% +$29.5K 0.29% 78
2025
Q1 		$327K Buy
5,589
+11
+0.2% +$669 0.26% 91
2024
Q4 		$330K Buy
5,578
+2
+0% +$122 0.25% 88
2024
Q3 		$330K Sell
5,576
-91
-2% -$5.17K 0.26% 88
2024
Q2 		$310K Buy
5,667
+52
+0.9% +$2.84K 0.27% 84
2024
Q1 		$315K Buy
5,615
+229
+4% +$12K 0.28% 89
2023
Q4 		$278K Buy
5,386
+1,305
+32% +$61.7K 0.26% 90
2023
Q3 		$188K Sell
4,081
-870
-18% -$41.6K 0.2% 101
2023
Q2 		$233K Sell
4,951
-103
-2% -$4.66K 0.23% 96
2023
Q1 		$227K Sell
5,054
-1,909
-27% -$87.7K 0.23% 99
2022
Q4 		$306K Buy
6,963
+3
+0% +$131 0.32% 86
2022
Q3 		$271K Sell
6,960
-170
-2% -$7.31K 0.3% 88
2022
Q2 		$292K Buy
7,130
+160
+2% +$7.25K 0.31% 85
2022
Q1 		$342K Buy
6,970
+450
+7% +$22.5K 0.31% 84
2021
Q4 		$338K Buy
+6,520
New +$329K 0.3% 88

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

Laraway Financial Advisors's RDVY Position: Q1 2026 in Review

Laraway Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.4% in Q1 2026, buying an estimated $10.7K and bringing the position to 6,375 shares worth $435K. The position accounts for 0.31% of the portfolio, ranked #77.

Laraway Financial Advisors first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Laraway Financial Advisors held 6,375 shares of First Trust Rising Dividend Achievers ETF worth $435K as of Q1 2026.
  • Laraway Financial Advisors bought 151 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $10.7K.
  • First Trust Rising Dividend Achievers ETF made up 0.31% of Laraway Financial Advisors's portfolio in Q1 2026, its #77 holding.
  • Laraway Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.