MPWM Advisory Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

MPWM Advisory Solutions’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	$377K	Buy	5,516 +136	+3%	+$9.68K	0.2%	72
2025 Q4	$374K	Sell	5,380 -20	-0.4%	-$1.36K	0.21%	64
2025 Q3	$363K	Hold	5,400	–	–	0.22%	67
2025 Q2	$339K	Buy	5,400 +3,561	+194%	+$209K	0.21%	61
2025 Q1	$108K	Sell	1,839 -2,989	-62%	-$182K	0.08%	94
2024 Q4	$286K	Buy	+4,828	New	+$295K	0.21%	59

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

MPWM Advisory Solutions's RDVY Position: Q1 2026 in Review

MPWM Advisory Solutions increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.5% in Q1 2026, buying an estimated $9.68K and bringing the position to 5,516 shares worth $377K. The position accounts for 0.2% of the portfolio, ranked #72.

MPWM Advisory Solutions first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

MPWM Advisory Solutions held 5,516 shares of First Trust Rising Dividend Achievers ETF worth $377K as of Q1 2026.
MPWM Advisory Solutions bought 136 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $9.68K.
First Trust Rising Dividend Achievers ETF made up 0.2% of MPWM Advisory Solutions's portfolio in Q1 2026, its #72 holding.
MPWM Advisory Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.