MA
RDVY icon

Mutual Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Mutual Advisors’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 		$6.18M Buy
90,465
+4,466
+5% +$318K 0.13% 156
2025
Q4 		$5.97M Buy
85,999
+13,237
+18% +$900K 0.13% 163
2025
Q3 		$4.9M Buy
72,762
+10,042
+16% +$651K 0.11% 184
2025
Q2 		$4.03M Buy
62,720
+7,239
+13% +$426K 0.1% 201
2025
Q1 		$3.15M Buy
55,481
+2,930
+6% +$178K 0.09% 214
2024
Q4 		$3.25M Buy
52,551
+767
+1% +$46.8K 0.09% 196
2024
Q3 		$3.08M Sell
51,784
-1,520
-3% -$86.4K 0.09% 204
2024
Q2 		$3.08M Buy
53,304
+9,310
+21% +$509K 0.09% 200
2024
Q1 		$2.47M Sell
43,994
-8,065
-15% -$423K 0.08% 229
2023
Q4 		$2.69M Sell
52,059
-3,074
-6% -$145K 0.09% 214
2023
Q3 		$2.53M Sell
55,133
-1,170
-2% -$55.9K 0.1% 197
2023
Q2 		$2.65M Sell
56,303
-4,725
-8% -$214K 0.1% 198
2023
Q1 		$2.74M Sell
61,028
-1,266
-2% -$58.2K 0.11% 188
2022
Q4 		$2.74M Sell
62,294
-4,418
-7% -$193K 0.12% 177
2022
Q3 		$2.59M Buy
66,712
+951
+1% +$40.9K 0.13% 157
2022
Q2 		$2.69M Buy
65,761
+725
+1% +$32.9K 0.18% 136
2022
Q1 		$3.19M Buy
65,036
+2,709
+4% +$135K 0.18% 126
2021
Q4 		$3.23M Buy
62,327
+24,103
+63% +$1.22M 0.17% 138
2021
Q3 		$1.81M Buy
38,224
+23,217
+155% +$1.12M 0.11% 235
2021
Q2 		$721K Buy
15,007
+9,163
+157% +$439K 0.04% 438
2021
Q1 		$266K Buy
5,844
+435
+8% +$18.5K 0.02% 656
2020
Q4 		$216K Buy
+5,409
New +$197K 0.02% 679

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

Mutual Advisors's RDVY Position: Q1 2026 in Review

Mutual Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.2% in Q1 2026, buying an estimated $318K and bringing the position to 90,465 shares worth $6.18M. The position accounts for 0.13% of the portfolio, ranked #156.

Mutual Advisors first reported a position in RDVY in Q4 2020 and has held it in 22 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Mutual Advisors held 90,465 shares of First Trust Rising Dividend Achievers ETF worth $6.18M as of Q1 2026.
  • Mutual Advisors bought 4,466 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $318K.
  • First Trust Rising Dividend Achievers ETF made up 0.13% of Mutual Advisors's portfolio in Q1 2026, its #156 holding.
  • Mutual Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2020 and has held it in 22 quarters since.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.