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

Perennial 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 		$35.4M Buy
519,015
+73,380
+16% +$5.22M 2.82% 9
2025
Q4 		$31M Buy
445,635
+28,788
+7% +$1.96M 2.44% 9
2025
Q3 		$28M Buy
416,847
+27,967
+7% +$1.81M 2.31% 9
2025
Q2 		$24.4M Buy
388,880
+50,493
+15% +$2.97M 2.36% 9
2025
Q1 		$19.8M Sell
338,387
-11,234
-3% -$683K 2.23% 9
2024
Q4 		$20.7M Buy
349,621
+1,525
+0.4% +$93K 2.44% 7
2024
Q3 		$20.6M Buy
348,096
+23,575
+7% +$1.34M 2.67% 7
2024
Q2 		$17.8M Buy
324,521
+19,794
+6% +$1.08M 2.54% 8
2024
Q1 		$17.1M Buy
304,727
+135,986
+81% +$7.13M 2.6% 8
2023
Q4 		$8.72M Buy
168,741
+153,362
+997% +$7.25M 1.44% 13
2023
Q3 		$707K Sell
15,379
-2,198
-13% -$105K 0.13% 136
2023
Q2 		$828K Sell
17,577
-910
-5% -$41.2K 0.15% 122
2023
Q1 		$829K Buy
18,487
+6
+0% +$276 0.15% 113
2022
Q4 		$812K Buy
18,481
+1,655
+10% +$72.4K 0.33% 60
2022
Q3 		$654K Buy
16,826
+3,682
+28% +$158K 0.3% 67
2022
Q2 		$536K Buy
13,144
+2,943
+29% +$133K 0.21% 93
2022
Q1 		$500K Sell
10,201
-292
-3% -$14.6K 0.16% 112
2021
Q4 		$544K Buy
10,493
+5,095
+94% +$257K 0.17% 107
2021
Q3 		$257K Buy
5,398
+605
+13% +$29.3K 0.09% 177
2021
Q2 		$230K Buy
+4,793
New +$230K 0.08% 184

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 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Perennial Investment Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 16% in Q1 2026, buying an estimated $5.22M and bringing the position to 519,015 shares worth $35.4M. The position accounts for 2.82% of the portfolio, ranked #9.

Perennial Investment Advisors first reported a position in RDVY in Q2 2021 and has held it in 20 quarters since. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Perennial Investment Advisors held 519,015 shares of First Trust Rising Dividend Achievers ETF worth $35.4M as of Q1 2026.
  • Perennial Investment Advisors bought 73,380 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $5.22M.
  • First Trust Rising Dividend Achievers ETF made up 2.82% of Perennial Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Perennial Investment Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 20 quarters since.
  • 761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.