Modern Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Modern Wealth Management’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	$2.65M	Sell	38,445 -17,070	-31%	-$1.22M	0.05%	273
2025 Q4	$3.86M	Sell	55,515 -2,967	-5%	-$202K	0.07%	211
2025 Q3	$3.93M	Buy	58,482 +2,241	+4%	+$145K	0.08%	206
2025 Q2	$3.53M	Buy	56,241 +2,960	+6%	+$174K	0.09%	195
2025 Q1	$3.12M	Buy	53,281 +7,256	+16%	+$441K	0.1%	170
2024 Q4	$2.72M	Buy	+46,025	New	+$2.81M	0.1%	160

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

Modern Wealth Management's RDVY Position: Q1 2026 in Review

Modern Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 31% in Q1 2026, selling an estimated $1.22M and leaving 38,445 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #273.

Modern Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.93M in Q3 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Modern Wealth Management held 38,445 shares of First Trust Rising Dividend Achievers ETF worth $2.65M as of Q1 2026.
Modern Wealth Management sold 17,070 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.22M.
First Trust Rising Dividend Achievers ETF made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #273 holding.
Modern Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Modern Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $3.93M in Q3 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.