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Morey & Quinn Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Morey & Quinn Wealth Partners’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 		$1.52M Buy
22,280
+279
+1% +$19.9K 1.08% 19
2025
Q4 		$1.53M Buy
22,001
+1,747
+9% +$119K 1.1% 18
2025
Q3 		$1.36M Buy
20,254
+372
+2% +$24.1K 1% 20
2025
Q2 		$1.25M Sell
19,882
-2,003
-9% -$118K 1% 22
2025
Q1 		$1.28M Buy
21,885
+208
+1% +$12.6K 1.06% 21
2024
Q4 		$1.28M Buy
+21,677
New +$1.32M 1.09% 19

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morey & Quinn Wealth Partners's RDVY Position: Q1 2026 in Review

Morey & Quinn Wealth Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.3% in Q1 2026, buying an estimated $19.9K and bringing the position to 22,280 shares worth $1.52M. The position accounts for 1.08% of the portfolio, ranked #19.

Morey & Quinn Wealth Partners first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.53M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Morey & Quinn Wealth Partners held 22,280 shares of First Trust Rising Dividend Achievers ETF worth $1.52M as of Q1 2026.
  • Morey & Quinn Wealth Partners bought 279 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $19.9K.
  • First Trust Rising Dividend Achievers ETF made up 1.08% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #19 holding.
  • Morey & Quinn Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • Morey & Quinn Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $1.53M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.