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

Liberty Square 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	$55M	Buy	805,324 +69,304	+9%	+$4.93M	15.34%	1
2025 Q4	$51.1M	Buy	736,020 +171,517	+30%	+$11.7M	14.58%	1
2025 Q3	$38M	Buy	564,503 +147,022	+35%	+$9.54M	11.72%	2
2025 Q2	$26.2M	Buy	417,481 +98,496	+31%	+$5.79M	9.05%	3
2025 Q1	$18.7M	Buy	318,985 +44,990	+16%	+$2.73M	7.12%	3
2024 Q4	$17.2M	Buy	+273,995	New	+$16.7M	6.26%	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

Liberty Square Wealth Partners's RDVY Position: Q1 2026 in Review

Liberty Square Wealth Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.4% in Q1 2026, buying an estimated $4.93M and bringing the position to 805,324 shares worth $55M. The position accounts for 15.34% of the portfolio, ranked #1.

Liberty Square Wealth Partners first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Liberty Square Wealth Partners held 805,324 shares of First Trust Rising Dividend Achievers ETF worth $55M as of Q1 2026.
Liberty Square Wealth Partners bought 69,304 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $4.93M.
First Trust Rising Dividend Achievers ETF made up 15.34% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #1 holding.
Liberty Square Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.