Lowe Brockenbrough & Co’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Lowe Brockenbrough & 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	$707K	Sell	10,350 -1,550	-13%	-$110K	0.04%	201
2025 Q4	$827K	Buy	11,900 +6,450	+118%	+$438K	0.04%	190
2025 Q3	$367K	Buy	5,450 +3,450	+173%	+$224K	0.02%	239
2025 Q2	$125K	Buy	+2,000	New	+$118K	0.01%	278
2022 Q1	–	Sell	-4,144	Closed	-$215K	–	271
2021 Q4	$215K	Buy	+4,144	New	+$209K	0.02%	248

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

Lowe Brockenbrough & Co's RDVY Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q1 2026, selling an estimated $110K and leaving 10,350 shares worth $707K. The position accounts for 0.04% of the portfolio, ranked #201.

Lowe Brockenbrough & Co first reported a position in RDVY in Q4 2021 and has held it in 5 quarters since. The position peaked at $827K in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Lowe Brockenbrough & Co held 10,350 shares of First Trust Rising Dividend Achievers ETF worth $707K as of Q1 2026.
Lowe Brockenbrough & Co sold 1,550 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $110K.
First Trust Rising Dividend Achievers ETF made up 0.04% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #201 holding.
Lowe Brockenbrough & Co first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 5 quarters since.
Lowe Brockenbrough & Co's First Trust Rising Dividend Achievers ETF position peaked at $827K in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.