ProVise Management Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

ProVise Management 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	$2.3M	Buy	33,724 +4,266	+14%	+$304K	0.17%	100
2025 Q4	$2.05M	Buy	29,458 +3,828	+15%	+$260K	0.15%	103
2025 Q3	$1.72M	Buy	25,630 +5,810	+29%	+$377K	0.13%	109
2025 Q2	$1.24M	Buy	19,820 +1,892	+11%	+$111K	0.1%	122
2025 Q1	$1.05M	Buy	17,928 +3,236	+22%	+$197K	0.09%	127
2024 Q4	$869K	Buy	14,692 +2,925	+25%	+$178K	0.07%	135
2024 Q3	$697K	Buy	11,767 +2,585	+28%	+$147K	0.06%	169
2024 Q2	$503K	Buy	9,182 +1,903	+26%	+$104K	0.04%	183
2024 Q1	$409K	Buy	7,279 +519	+8%	+$27.2K	0.04%	209
2023 Q4	$349K	Buy	6,760 +1,372	+25%	+$64.8K	0.03%	270
2023 Q3	$248K	Buy	+5,388	New	+$258K	0.02%	293

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

ProVise Management Group's RDVY Position: Q1 2026 in Review

ProVise Management Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 14% in Q1 2026, buying an estimated $304K and bringing the position to 33,724 shares worth $2.3M. The position accounts for 0.17% of the portfolio, ranked #100.

ProVise Management Group first reported a position in RDVY in Q3 2023 and has held it in 11 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

ProVise Management Group held 33,724 shares of First Trust Rising Dividend Achievers ETF worth $2.3M as of Q1 2026.
ProVise Management Group bought 4,266 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $304K.
First Trust Rising Dividend Achievers ETF made up 0.17% of ProVise Management Group's portfolio in Q1 2026, its #100 holding.
ProVise Management Group first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 11 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.