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Leigh Baldwin & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Leigh Baldwin & Co’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 		$1.02M Buy
14,940
+102
+0.7% +$7.26K 0.66% 41
2025
Q4 		$1.03M Sell
14,838
-43,541
-75% -$2.96M 0.68% 36
2025
Q3 		$3.93M Buy
58,379
+1,050
+2% +$68.1K 2.21% 9
2025
Q2 		$3.6M Buy
57,329
+11,429
+25% +$672K 2.37% 9
2025
Q1 		$2.69M Buy
45,900
+8,027
+21% +$488K 2.16% 9
2024
Q4 		$2.24M Buy
+37,873
New +$2.31M 1.89% 9

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

Leigh Baldwin & Co's RDVY Position: Q1 2026 in Review

Leigh Baldwin & Co increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.69% in Q1 2026, buying an estimated $7.26K and bringing the position to 14,940 shares worth $1.02M. The position accounts for 0.66% of the portfolio, ranked #41.

Leigh Baldwin & Co first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.93M in Q3 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Leigh Baldwin & Co held 14,940 shares of First Trust Rising Dividend Achievers ETF worth $1.02M as of Q1 2026.
  • Leigh Baldwin & Co bought 102 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $7.26K.
  • First Trust Rising Dividend Achievers ETF made up 0.66% of Leigh Baldwin & Co's portfolio in Q1 2026, its #41 holding.
  • Leigh Baldwin & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • Leigh Baldwin & Co's First Trust Rising Dividend Achievers ETF position peaked at $3.93M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.