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

OneDigital Investment 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 		$6.8M Buy
99,545
+14,337
+17% +$1.02M 0.07% 224
2025
Q4 		$5.92M Sell
85,208
-5,156
-6% -$350K 0.06% 243
2025
Q3 		$6.08M Buy
90,364
+2,310
+3% +$150K 0.06% 230
2025
Q2 		$5.52M Buy
88,054
+6,040
+7% +$355K 0.06% 235
2025
Q1 		$4.8M Sell
82,014
-33,498
-29% -$2.04M 0.06% 240
2024
Q4 		$6.83M Buy
115,512
+19,891
+21% +$1.21M 0.08% 197
2024
Q3 		$5.66M Buy
95,621
+71
+0.1% +$4.04K 0.06% 233
2024
Q2 		$5.23M Sell
95,550
-4,148
-4% -$227K 0.07% 225
2024
Q1 		$5.6M Buy
99,698
+7,194
+8% +$377K 0.09% 185
2023
Q4 		$4.78M Buy
92,504
+11,768
+15% +$556K 0.08% 192
2023
Q3 		$3.71M Sell
80,736
-153
-0.2% -$7.31K 0.08% 184
2023
Q2 		$3.81M Buy
80,889
+572
+0.7% +$25.9K 0.08% 184
2023
Q1 		$3.6M Buy
80,317
+14,363
+22% +$660K 0.08% 178
2022
Q4 		$2.9M Buy
65,954
+13,844
+27% +$605K 0.08% 198
2022
Q3 		$2.03M Buy
52,110
+1,497
+3% +$64.4K 0.08% 187
2022
Q2 		$2.07M Buy
50,613
+535
+1% +$24.3K 0.09% 154
2022
Q1 		$2.45M Buy
50,078
+16,790
+50% +$838K 0.09% 146
2021
Q4 		$1.72M Buy
33,288
+9,528
+40% +$481K 0.06% 190
2021
Q3 		$1.13M Buy
23,760
+6,120
+35% +$297K 0.04% 240
2021
Q2 		$847K Buy
17,640
+6,193
+54% +$297K 0.03% 287
2021
Q1 		$521K Buy
11,447
+1,732
+18% +$73.9K 0.02% 375
2020
Q4 		$388K Buy
+9,715
New +$354K 0.02% 408
2019
Q1 		– Sell
-26,099
Closed -$692K – 1184
2018
Q4 		$692K Buy
+26,099
New +$757K 0.12% 130

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 $79.5B AUM 27.1% 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 $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OneDigital Investment Advisors's RDVY Position: Q1 2026 in Review

OneDigital Investment Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 17% in Q1 2026, buying an estimated $1.02M and bringing the position to 99,545 shares worth $6.8M. The position accounts for 0.07% of the portfolio, ranked #224.

OneDigital Investment Advisors first reported a position in RDVY in Q4 2018 and has held it in 23 quarters since. The position peaked at $6.83M in Q4 2024. 762 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • OneDigital Investment Advisors held 99,545 shares of First Trust Rising Dividend Achievers ETF worth $6.8M as of Q1 2026.
  • OneDigital Investment Advisors bought 14,337 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.02M.
  • First Trust Rising Dividend Achievers ETF made up 0.07% of OneDigital Investment Advisors's portfolio in Q1 2026, its #224 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2018 and has held it in 23 quarters since.
  • OneDigital Investment Advisors's First Trust Rising Dividend Achievers ETF position peaked at $6.83M in Q4 2024.
  • 762 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.