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

Medallion Wealth 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	$1.89M	Buy	27,621 +4,785	+21%	+$341K	0.62%	39
2025 Q4	$1.59M	Buy	22,836 +2,401	+12%	+$163K	0.53%	47
2025 Q3	$1.37M	Buy	20,435 +517	+3%	+$33.5K	0.49%	48
2025 Q2	$1.26M	Sell	19,918 -96	-0.5%	-$5.65K	0.49%	46
2025 Q1	$1.18M	Buy	20,014 +225	+1%	+$13.7K	0.53%	41
2024 Q4	$1.17M	Buy	+19,789	New	+$1.21M	0.58%	38

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 $79.5B AUM 27.1% 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

Medallion Wealth Advisors's RDVY Position: Q1 2026 in Review

Medallion Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 21% in Q1 2026, buying an estimated $341K and bringing the position to 27,621 shares worth $1.89M. The position accounts for 0.62% of the portfolio, ranked #39.

Medallion Wealth Advisors first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Medallion Wealth Advisors held 27,621 shares of First Trust Rising Dividend Achievers ETF worth $1.89M as of Q1 2026.
Medallion Wealth Advisors bought 4,785 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $341K.
First Trust Rising Dividend Achievers ETF made up 0.62% of Medallion Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Medallion Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.