Michels Family Financial’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Michels Family Financial’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	$923K	Buy	13,519 +1,585	+13%	+$113K	0.67%	45
2025 Q4	$829K	Buy	11,934 +2,120	+22%	+$144K	0.61%	49
2025 Q3	$660K	Sell	9,814 -532	-5%	-$34.5K	0.51%	60
2025 Q2	$649K	Buy	10,346 +480	+5%	+$28.2K	0.55%	58
2025 Q1	$578K	Sell	9,866 -67	-0.7%	-$4.07K	0.52%	66
2024 Q4	$587K	Buy	+9,933	New	+$606K	0.54%	64

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 $424B AUM 22.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Michels Family Financial's RDVY Position: Q1 2026 in Review

Michels Family Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 13% in Q1 2026, buying an estimated $113K and bringing the position to 13,519 shares worth $923K. The position accounts for 0.67% of the portfolio, ranked #45.

Michels Family Financial 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.

Michels Family Financial held 13,519 shares of First Trust Rising Dividend Achievers ETF worth $923K as of Q1 2026.
Michels Family Financial bought 1,585 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $113K.
First Trust Rising Dividend Achievers ETF made up 0.67% of Michels Family Financial's portfolio in Q1 2026, its #45 holding.
Michels Family Financial 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 Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.