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MTM Investment Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

MTM Investment 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 		$2.2M Sell
32,169
-581
-2% -$41.4K 0.7% 35
2025
Q4 		$2.28M Sell
32,750
-97
-0.3% -$6.59K 0.73% 33
2025
Q3 		$2.21M Sell
32,847
-1,203
-4% -$78K 0.7% 34
2025
Q2 		$2.14M Sell
34,050
-60
-0.2% -$3.53K 0.72% 37
2025
Q1 		$2.01M Sell
34,110
-124
-0.4% -$7.54K 0.78% 32
2024
Q4 		$2.02M Sell
34,234
-250
-0.7% -$15.3K 0.78% 36
2024
Q3 		$2.05M Sell
34,484
-144
-0.4% -$8.19K 0.8% 33
2024
Q2 		$1.9M Sell
34,628
-2,141
-6% -$117K 0.78% 33
2024
Q1 		$2.07M Sell
36,769
-830
-2% -$43.5K 0.85% 30
2023
Q4 		$1.94M Sell
37,599
-1,971
-5% -$93.2K 0.89% 28
2023
Q3 		$1.82M Sell
39,570
-1,594
-4% -$76.2K 0.92% 27
2023
Q2 		$1.94M Sell
41,164
-1,149
-3% -$52K 0.95% 25
2023
Q1 		$1.9M Sell
42,313
-505
-1% -$23.2K 0.97% 25
2022
Q4 		$1.88M Sell
42,818
-922
-2% -$40.3K 0.98% 25
2022
Q3 		$1.7M Sell
43,740
-245
-0.6% -$10.5K 0.97% 25
2022
Q2 		$1.81M Buy
43,985
+977
+2% +$44.3K 0.98% 26
2022
Q1 		$2.11M Buy
43,008
+13,032
+43% +$651K 1.02% 28
2021
Q4 		$1.55M Buy
29,976
+1,752
+6% +$88.4K 0.74% 37
2021
Q3 		$1.34M Buy
28,224
+301
+1% +$14.6K 0.73% 41
2021
Q2 		$1.34M Buy
27,923
+56
+0.2% +$2.68K 0.7% 42
2021
Q1 		$1.27M Buy
27,867
+9,336
+50% +$398K 0.71% 39
2020
Q4 		$740K Buy
+18,531
New +$674K 0.46% 67

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

MTM Investment Management's RDVY Position: Q1 2026 in Review

MTM Investment Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.8% in Q1 2026, selling an estimated $41.4K and leaving 32,169 shares worth $2.2M. The position accounts for 0.7% of the portfolio, ranked #35.

MTM Investment Management first reported a position in RDVY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.28M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • MTM Investment Management held 32,169 shares of First Trust Rising Dividend Achievers ETF worth $2.2M as of Q1 2026.
  • MTM Investment Management sold 581 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $41.4K.
  • First Trust Rising Dividend Achievers ETF made up 0.7% of MTM Investment Management's portfolio in Q1 2026, its #35 holding.
  • MTM Investment Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 22 quarters since.
  • MTM Investment Management's First Trust Rising Dividend Achievers ETF position peaked at $2.28M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.