PA
RDVY icon

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

Prism 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 		$1.64M Sell
24,089
-997
-4% -$71K 0.44% 39
2025
Q4 		$1.74M Buy
25,086
+231
+0.9% +$15.7K 0.46% 38
2025
Q3 		$1.67M Buy
24,855
+1,356
+6% +$88K 0.45% 38
2025
Q2 		$1.47M Buy
23,499
+1,130
+5% +$66.5K 0.42% 37
2025
Q1 		$1.31M Sell
22,369
-2,882
-11% -$175K 0.4% 33
2024
Q4 		$1.49M Sell
25,251
-1,669
-6% -$102K 0.45% 31
2024
Q3 		$1.59M Buy
26,920
+3,621
+16% +$206K 0.46% 31
2024
Q2 		$1.28M Sell
23,299
-1,632
-7% -$89.2K 0.39% 32
2024
Q1 		$1.4M Buy
24,931
+794
+3% +$41.6K 0.42% 26
2023
Q4 		$1.25M Buy
24,137
+4,908
+26% +$232K 0.4% 29
2023
Q3 		$884K Sell
19,229
-6,293
-25% -$301K 0.31% 32
2023
Q2 		$1.2M Buy
25,522
+1,732
+7% +$78.3K 0.4% 25
2023
Q1 		$1.07M Buy
23,790
+6,622
+39% +$304K 0.37% 26
2022
Q4 		$754K Sell
17,168
-184
-1% -$8.04K 0.28% 30
2022
Q3 		$675K Buy
17,352
+180
+1% +$7.74K 0.27% 37
2022
Q2 		$703K Sell
17,172
-809
-4% -$36.7K 0.27% 32
2022
Q1 		$881K Sell
17,981
-185
-1% -$9.24K 0.3% 30
2021
Q4 		$941K Buy
18,166
+3,113
+21% +$157K 0.31% 28
2021
Q3 		$715K Sell
15,053
-960
-6% -$46.5K 0.25% 31
2021
Q2 		$769K Sell
16,013
-428
-3% -$20.5K 0.27% 33
2021
Q1 		$748K Sell
16,441
-1,418
-8% -$60.5K 0.27% 30
2020
Q4 		$713K Buy
17,859
+425
+2% +$15.5K 0.27% 31
2020
Q3 		$571K Buy
+17,434
New +$566K 0.24% 30

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

Prism Advisors's RDVY Position: Q1 2026 in Review

Prism Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4% in Q1 2026, selling an estimated $71K and leaving 24,089 shares worth $1.64M. The position accounts for 0.44% of the portfolio, ranked #39.

Prism Advisors first reported a position in RDVY in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.74M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Prism Advisors held 24,089 shares of First Trust Rising Dividend Achievers ETF worth $1.64M as of Q1 2026.
  • Prism Advisors sold 997 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $71K.
  • First Trust Rising Dividend Achievers ETF made up 0.44% of Prism Advisors's portfolio in Q1 2026, its #39 holding.
  • Prism Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2020 and has held it in 23 quarters since.
  • Prism Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.74M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Prism Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.