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Plotkin Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Plotkin Financial 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 		$13M Buy
190,637
+2,587
+1% +$184K 6.54% 4
2025
Q4 		$13.1M Buy
188,050
+3,756
+2% +$255K 6.37% 4
2025
Q3 		$12.4M Buy
184,294
+10,153
+6% +$659K 6.13% 3
2025
Q2 		$10.9M Sell
174,141
-717
-0.4% -$42.2K 6.03% 3
2025
Q1 		$10.2M Buy
174,858
+5,556
+3% +$338K 6.29% 3
2024
Q4 		$10M Sell
169,302
-6,633
-4% -$405K 5.94% 3
2024
Q3 		$10.4M Sell
175,935
-2,515
-1% -$143K 6.23% 3
2024
Q2 		$9.77M Sell
178,450
-2,631
-1% -$144K 6.28% 2
2024
Q1 		$10.2M Buy
181,081
+15,320
+9% +$804K 6.74% 2
2023
Q4 		$8.56M Sell
165,761
-6,852
-4% -$324K 6.51% 2
2023
Q3 		$7.93M Sell
172,613
-1,327
-0.8% -$63.4K 6.98% 2
2023
Q2 		$8.19M Sell
173,940
-8,659
-5% -$392K 6.81% 2
2023
Q1 		$8.19M Sell
182,599
-2,830
-2% -$130K 7.62% 2
2022
Q4 		$8.14M Sell
185,429
-9,766
-5% -$427K 8.27% 1
2022
Q3 		$7.59M Buy
195,195
+6,770
+4% +$291K 7.68% 1
2022
Q2 		$7.71M Sell
188,425
-2,322
-1% -$105K 7.33% 3
2022
Q1 		$9.35M Buy
190,747
+180,934
+1,844% +$9.03M 6.53% 3
2021
Q4 		$508K Buy
9,813
+2,716
+38% +$137K 0.32% 50
2021
Q3 		$337K Buy
+7,097
New +$344K 0.2% 70

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

Plotkin Financial Advisors's RDVY Position: Q1 2026 in Review

Plotkin Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.4% in Q1 2026, buying an estimated $184K and bringing the position to 190,637 shares worth $13M. The position accounts for 6.54% of the portfolio, ranked #4.

Plotkin Financial Advisors first reported a position in RDVY in Q3 2021 and has held it in 19 quarters since. The position peaked at $13.1M in Q4 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Plotkin Financial Advisors held 190,637 shares of First Trust Rising Dividend Achievers ETF worth $13M as of Q1 2026.
  • Plotkin Financial Advisors bought 2,587 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $184K.
  • First Trust Rising Dividend Achievers ETF made up 6.54% of Plotkin Financial Advisors's portfolio in Q1 2026, its #4 holding.
  • Plotkin Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 19 quarters since.
  • Plotkin Financial Advisors's First Trust Rising Dividend Achievers ETF position peaked at $13.1M in Q4 2025.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.