Lido Advisors
RDVY icon

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

Lido 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 		$254K Sell
3,725
-73
-2% -$5.2K ﹤0.01% 1656
2025
Q4 		$257K Buy
3,798
+519
+16% +$35.3K ﹤0.01% 1648
2025
Q3 		$221K Buy
+3,279
New +$213K ﹤0.01% 1641
2025
Q1 		– Sell
-3,709
Closed -$219K – 1588
2024
Q4 		$219K Buy
+3,709
New +$226K ﹤0.01% 1348

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

Lido Advisors's RDVY Position: Q1 2026 in Review

Lido Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.9% in Q1 2026, selling an estimated $5.2K and leaving 3,725 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Lido Advisors first reported a position in RDVY in Q4 2024 and has held it in 4 quarters since. The position peaked at $257K in Q4 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Lido Advisors held 3,725 shares of First Trust Rising Dividend Achievers ETF worth $254K as of Q1 2026.
  • Lido Advisors sold 73 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $5.2K.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1656 holding.
  • Lido Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 4 quarters since.
  • Lido Advisors's First Trust Rising Dividend Achievers ETF position peaked at $257K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.