Perissos Private Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Perissos Private Wealth Management’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	$2.25M	Buy	33,023 +2,418	+8%	+$172K	1.96%	17
2025 Q4	$2.13M	Sell	30,605 -2,411	-7%	-$164K	1.83%	18
2025 Q3	$2.22M	Buy	33,016 +1,487	+5%	+$96.5K	1.62%	18
2025 Q2	$1.98M	Sell	31,529 -912	-3%	-$53.6K	1.56%	20
2025 Q1	$1.9M	Buy	32,441 +1,814	+6%	+$110K	1.73%	18
2024 Q4	$1.81M	Buy	30,627 +14,191	+86%	+$866K	1.35%	22
2024 Q3	$973K	Buy	16,436 +916	+6%	+$52.1K	0.78%	41
2024 Q2	$850K	Buy	15,520 +731	+5%	+$40K	0.76%	39
2024 Q1	$831K	Buy	+14,789	New	+$776K	0.75%	39

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

Perissos Private Wealth Management's RDVY Position: Q1 2026 in Review

Perissos Private Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.9% in Q1 2026, buying an estimated $172K and bringing the position to 33,023 shares worth $2.25M. The position accounts for 1.96% of the portfolio, ranked #17.

Perissos Private Wealth Management first reported a position in RDVY in Q1 2024 and has held it in 9 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Perissos Private Wealth Management held 33,023 shares of First Trust Rising Dividend Achievers ETF worth $2.25M as of Q1 2026.
Perissos Private Wealth Management bought 2,418 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $172K.
First Trust Rising Dividend Achievers ETF made up 1.96% of Perissos Private Wealth Management's portfolio in Q1 2026, its #17 holding.
Perissos Private Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.