LeClair Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

LeClair Wealth Partners’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	-103,273	Closed	-$7.17M	–	175
2025 Q4	$7.17M	Sell	103,273 -357	-0.3%	-$24.3K	4.16%	5
2025 Q3	$6.97M	Buy	103,630 +6,913	+7%	+$448K	4.34%	5
2025 Q2	$6.07M	Sell	96,717 -11,362	-11%	-$668K	4.12%	5
2025 Q1	$6.33M	Sell	108,079 -57,366	-35%	-$3.49M	4.56%	4
2024 Q4	$9.78M	Buy	+165,445	New	+$10.1M	6.52%	4

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

LeClair Wealth Partners's RDVY Position: Q1 2026 in Review

LeClair Wealth Partners sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 103,273 shares — an estimated $7.17M sold.

LeClair Wealth Partners first reported a position in RDVY in Q4 2024 and held it in 5 quarters. The position peaked at $9.78M in Q4 2024. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

LeClair Wealth Partners reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 103,273 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $7.17M.
LeClair Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and held it in 5 quarters.
LeClair Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $9.78M in Q4 2024.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.