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

NewEdge 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	$98.2M	Buy	1,437,974 +125,245	+10%	+$8.92M	0.35%	50
2025 Q4	$91.2M	Buy	1,312,729 +153,150	+13%	+$10.4M	0.33%	61
2025 Q3	$78M	Buy	1,159,579 +227,619	+24%	+$14.8M	0.35%	56
2025 Q2	$58.5M	Buy	931,960 +33,840	+4%	+$1.99M	0.3%	65
2025 Q1	$52.6M	Buy	898,120 +99,160	+12%	+$6.03M	0.31%	64
2024 Q4	$47.3M	Buy	798,960 +37,451	+5%	+$2.29M	0.28%	64
2024 Q3	$45.1M	Buy	761,509 +105,124	+16%	+$5.98M	0.29%	72
2024 Q2	$35.9M	Sell	656,385 -7,711	-1%	-$422K	0.26%	85
2024 Q1	$37.3M	Sell	664,096 -55,862	-8%	-$2.93M	0.33%	66
2023 Q4	$36.9M	Buy	719,958 +127,676	+22%	+$6.03M	0.35%	68
2023 Q3	$27.2M	Sell	592,282 -77,412	-12%	-$3.7M	0.3%	85
2023 Q2	$31.5M	Sell	669,694 -55,346	-8%	-$2.5M	0.36%	73
2023 Q1	$32.3M	Buy	725,040 +13,251	+2%	+$609K	0.4%	66
2022 Q4	$25.2M	Buy	711,789 +181,014	+34%	+$7.91M	0.68%	25
2022 Q3	$20.6M	Sell	530,775 -6,753	-1%	-$290K	0.34%	72
2022 Q2	$22M	Buy	537,528 +148,939	+38%	+$6.75M	0.36%	69
2022 Q1	$19M	Buy	388,589 +178,026	+85%	+$8.89M	0.31%	77
2021 Q4	$10.9M	Buy	210,563 +145,841	+225%	+$7.36M	0.16%	131
2021 Q3	$3.07M	Buy	64,722 +48,431	+297%	+$2.35M	0.08%	238
2021 Q2	$783K	Buy	+16,291	New	+$780K	0.02%	585
2020 Q1	–	Sell	-24,844	Closed	-$891K	–	877
2019 Q4	$891K	Sell	24,844 -545	-2%	-$18.5K	0.04%	379
2019 Q3	$809K	Buy	25,389 +18,103	+248%	+$566K	0.04%	378
2019 Q2	$226K	Buy	+7,286	New	+$222K	0.01%	592
2018 Q1	–	Sell	-9,000	Closed	-$274K	–	515
2017 Q4	$274K	Buy	9,000 +1,491	+20%	+$43K	0.04%	333
2017 Q3	$212K	Buy	7,509 +2,786	+59%	+$76.1K	0.03%	346
2017 Q2	$129K	Buy	+4,723	New	+$126K	0.02%	373

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

NewEdge Advisors's RDVY Position: Q1 2026 in Review

NewEdge Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.5% in Q1 2026, buying an estimated $8.92M and bringing the position to 1,437,974 shares worth $98.2M. The position accounts for 0.35% of the portfolio, ranked #50.

NewEdge Advisors first reported a position in RDVY in Q2 2017 and has held it in 26 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

NewEdge Advisors held 1,437,974 shares of First Trust Rising Dividend Achievers ETF worth $98.2M as of Q1 2026.
NewEdge Advisors bought 125,245 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $8.92M.
First Trust Rising Dividend Achievers ETF made up 0.35% of NewEdge Advisors's portfolio in Q1 2026, its #50 holding.
NewEdge Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and has held it in 26 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.