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RDVY icon

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

NewEdge Wealth’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 		$4.36M Buy
63,903
+294
+0.5% +$20.9K 0.05% 245
2025
Q4 		$4.42M Sell
63,609
-1,680
-3% -$114K 0.05% 259
2025
Q3 		$4.41M Sell
65,289
-562
-0.9% -$36.5K 0.06% 231
2025
Q2 		$4.18M Buy
65,851
+19,744
+43% +$1.16M 0.07% 238
2025
Q1 		$2.7M Sell
46,107
-786
-2% -$47.8K 0.05% 291
2024
Q4 		$2.77M Sell
46,893
-13,678
-23% -$835K 0.05% 292
2024
Q3 		$3.59M Sell
60,571
-1,195
-2% -$68K 0.06% 255
2024
Q2 		$3.38M Sell
61,766
-968
-2% -$52.9K 0.07% 224
2024
Q1 		$3.37M Sell
62,734
-380
-0.6% -$19.9K 0.08% 221
2023
Q4 		$3.26M Sell
63,114
-949
-1% -$44.9K 0.08% 205
2023
Q3 		$2.94M Buy
64,063
+19,131
+43% +$915K 0.09% 186
2023
Q2 		$2.12M Buy
44,932
+38,408
+589% +$1.74M 0.07% 241
2023
Q1 		$293K Buy
+6,524
New +$300K 0.01% 506

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

NewEdge Wealth's RDVY Position: Q1 2026 in Review

NewEdge Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.46% in Q1 2026, buying an estimated $20.9K and bringing the position to 63,903 shares worth $4.36M. The position accounts for 0.05% of the portfolio, ranked #245.

NewEdge Wealth first reported a position in RDVY in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.42M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • NewEdge Wealth held 63,903 shares of First Trust Rising Dividend Achievers ETF worth $4.36M as of Q1 2026.
  • NewEdge Wealth bought 294 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $20.9K.
  • First Trust Rising Dividend Achievers ETF made up 0.05% of NewEdge Wealth's portfolio in Q1 2026, its #245 holding.
  • NewEdge Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 13 quarters since.
  • NewEdge Wealth's First Trust Rising Dividend Achievers ETF position peaked at $4.42M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

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