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

Merkkuri 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	$4.11M	Buy	60,186 +520	+0.9%	+$37K	2.72%	9
2025 Q4	$4.14M	Buy	59,666 +52,301	+710%	+$3.56M	2.82%	10
2025 Q3	$495K	Sell	7,365 -933	-11%	-$60.5K	0.36%	52
2025 Q2	$521K	Sell	8,298 -2,070	-20%	-$122K	0.4%	50
2025 Q1	$607K	Sell	10,368 -42	-0.4%	-$2.55K	0.52%	45
2024 Q4	$616K	Sell	10,410 -1,664	-14%	-$102K	0.49%	48
2024 Q3	$715K	Sell	12,074 -306	-2%	-$17.4K	0.56%	43
2024 Q2	$678K	Buy	+12,380	New	+$677K	0.62%	40

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

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

Merkkuri Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.87% in Q1 2026, buying an estimated $37K and bringing the position to 60,186 shares worth $4.11M. The position accounts for 2.72% of the portfolio, ranked #9.

Merkkuri Wealth Advisors first reported a position in RDVY in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.14M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Merkkuri Wealth Advisors held 60,186 shares of First Trust Rising Dividend Achievers ETF worth $4.11M as of Q1 2026.
Merkkuri Wealth Advisors bought 520 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $37K.
First Trust Rising Dividend Achievers ETF made up 2.72% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #9 holding.
Merkkuri Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $4.14M in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.