O'Donnell Financial Services’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

O'Donnell Financial Services’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	$24.7M	Buy	362,140 +5,066	+1%	+$361K	8.51%	2
2025 Q4	$24.8M	Buy	357,074 +8,629	+2%	+$587K	8.48%	3
2025 Q3	$23.4M	Buy	348,445 +161,535	+86%	+$10.5M	8.34%	3
2025 Q2	$11.7M	Buy	186,910 +5,330	+3%	+$313K	4.5%	8
2025 Q1	$10.6M	Buy	181,580 +28,432	+19%	+$1.73M	4.39%	9
2024 Q4	$9.04M	Buy	153,148 +13,505	+10%	+$824K	3.78%	9
2024 Q3	$8.27M	Buy	+139,643	New	+$7.94M	3.36%	10
2022 Q3	–	Sell	-14,366	Closed	-$588K	–	34
2022 Q2	$588K	Sell	14,366 -772,878	-98%	-$35M	0.48%	17
2022 Q1	$38.6M	Buy	787,244 +130,983	+20%	+$6.54M	17.56%	1
2021 Q4	$32.5M	Sell	656,261 -5,456	-0.8%	-$275K	15.02%	1
2021 Q3	$31.4M	Buy	+661,717	New	+$32.1M	15.1%	3

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

O'Donnell Financial Services's RDVY Position: Q1 2026 in Review

O'Donnell Financial Services increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.4% in Q1 2026, buying an estimated $361K and bringing the position to 362,140 shares worth $24.7M. The position accounts for 8.51% of the portfolio, ranked #2.

O'Donnell Financial Services first reported a position in RDVY in Q3 2021 and has held it in 11 quarters since. The position peaked at $38.6M in Q1 2022. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

O'Donnell Financial Services held 362,140 shares of First Trust Rising Dividend Achievers ETF worth $24.7M as of Q1 2026.
O'Donnell Financial Services bought 5,066 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $361K.
First Trust Rising Dividend Achievers ETF made up 8.51% of O'Donnell Financial Services's portfolio in Q1 2026, its #2 holding.
O'Donnell Financial Services first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 11 quarters since.
O'Donnell Financial Services's First Trust Rising Dividend Achievers ETF position peaked at $38.6M in Q1 2022.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.