Prosperity Consulting Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Prosperity Consulting Group’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	$1.29M	Buy	18,959 +454	+2%	+$32.3K	0.06%	208
2025 Q4	$1.29M	Buy	18,505 +1,570	+9%	+$107K	0.06%	217
2025 Q3	$1.14M	Buy	16,935 +1,863	+12%	+$121K	0.06%	231
2025 Q2	$946K	Buy	15,072 +275	+2%	+$16.2K	0.07%	232
2025 Q1	$866K	Buy	14,797 +1,396	+10%	+$84.9K	0.07%	241
2024 Q4	$793K	Buy	13,401 +1,454	+12%	+$88.7K	0.06%	256
2024 Q3	$707K	Buy	+11,947	New	+$679K	0.06%	265

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

Prosperity Consulting Group's RDVY Position: Q1 2026 in Review

Prosperity Consulting Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.5% in Q1 2026, buying an estimated $32.3K and bringing the position to 18,959 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #208.

Prosperity Consulting Group first reported a position in RDVY in Q3 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Prosperity Consulting Group held 18,959 shares of First Trust Rising Dividend Achievers ETF worth $1.29M as of Q1 2026.
Prosperity Consulting Group bought 454 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $32.3K.
First Trust Rising Dividend Achievers ETF made up 0.06% of Prosperity Consulting Group's portfolio in Q1 2026, its #208 holding.
Prosperity Consulting Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 7 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.