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RDVY icon

&Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

&Partners’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 		$22.6M Sell
331,820
-3,040
-0.9% -$216K 0.11% 171
2025
Q4 		$23.3M Buy
334,860
+101,889
+44% +$6.93M 0.12% 157
2025
Q3 		$15.7M Buy
232,971
+86,254
+59% +$5.6M 0.1% 187
2025
Q2 		$9.2M Buy
146,717
+62,773
+75% +$3.69M 0.07% 245
2025
Q1 		$4.92M Sell
83,944
-3,354
-4% -$204K 0.05% 297
2024
Q4 		$5.21M Sell
87,298
-330
-0.4% -$20.1K 0.06% 273
2024
Q3 		$5.21M Buy
87,628
+49,803
+132% +$2.83M 0.1% 197
2024
Q2 		$2.07M Buy
37,825
+2,014
+6% +$110K 0.09% 209
2024
Q1 		$2.01M Buy
+35,811
New +$1.88M 0.28% 73

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

&Partners's RDVY Position: Q1 2026 in Review

&Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.91% in Q1 2026, selling an estimated $216K and leaving 331,820 shares worth $22.6M. The position accounts for 0.11% of the portfolio, ranked #171.

&Partners first reported a position in RDVY in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.3M in Q4 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • &Partners held 331,820 shares of First Trust Rising Dividend Achievers ETF worth $22.6M as of Q1 2026.
  • &Partners sold 3,040 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $216K.
  • First Trust Rising Dividend Achievers ETF made up 0.11% of &Partners's portfolio in Q1 2026, its #171 holding.
  • &Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
  • &Partners's First Trust Rising Dividend Achievers ETF position peaked at $23.3M in Q4 2025.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.