McIlrath & Eck’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

McIlrath & Eck’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	$220K	Buy	3,223 +8	+0.2%	+$569	0.02%	235
2025 Q4	$223K	Buy	3,215 +2,958	+1,151%	+$201K	0.02%	151
2025 Q3	$17.3K	Hold	257	–	–	﹤0.01%	530
2025 Q2	$16.1K	Hold	257	–	–	﹤0.01%	517
2025 Q1	$15K	Hold	257	–	–	﹤0.01%	524
2024 Q4	$15.2K	Hold	257	–	–	﹤0.01%	539
2024 Q3	$15.2K	Hold	257	–	–	﹤0.01%	537
2024 Q2	$14.1K	Sell	257 -136	-35%	-$7.43K	﹤0.01%	536
2024 Q1	$22.1K	Buy	+393	New	+$20.6K	﹤0.01%	437

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McIlrath & Eck's RDVY Position: Q1 2026 in Review

McIlrath & Eck increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.25% in Q1 2026, buying an estimated $569 and bringing the position to 3,223 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #235.

McIlrath & Eck first reported a position in RDVY in Q1 2024 and has held it in 9 quarters since. The position peaked at $223K in Q4 2025. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

McIlrath & Eck held 3,223 shares of First Trust Rising Dividend Achievers ETF worth $220K as of Q1 2026.
McIlrath & Eck bought 8 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $569.
First Trust Rising Dividend Achievers ETF made up 0.02% of McIlrath & Eck's portfolio in Q1 2026, its #235 holding.
McIlrath & Eck first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
McIlrath & Eck's First Trust Rising Dividend Achievers ETF position peaked at $223K in Q4 2025.
766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.