Root Financial Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Root Financial Partners’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	$1.21M	Sell	17,791 -159	-0.9%	-$11.3K	0.06%	86
2025 Q4	$1.25M	Sell	17,950 -6,339	-26%	-$431K	0.06%	80
2025 Q3	$1.63M	Buy	24,289 +3,238	+15%	+$210K	0.1%	62
2025 Q2	$1.32M	Sell	21,051 -1,956	-9%	-$115K	0.13%	59
2025 Q1	$1.35M	Sell	23,007 -3,596	-14%	-$219K	0.14%	53
2024 Q4	$1.57M	Sell	26,603 -2,413	-8%	-$147K	0.2%	41
2024 Q3	$1.72M	Sell	29,016 -1,386	-5%	-$78.8K	0.27%	35
2024 Q2	$1.66M	Buy	30,402 +162	+0.5%	+$8.86K	0.39%	26
2024 Q1	$1.7M	Buy	30,240 +181	+0.6%	+$9.49K	0.5%	25
2023 Q4	$1.55M	Buy	30,059 +920	+3%	+$43.5K	0.58%	21
2023 Q3	$1.34M	Buy	29,139 +489	+2%	+$23.4K	0.71%	18
2023 Q2	$1.35M	Sell	28,650 -1,646	-5%	-$74.5K	0.8%	19
2023 Q1	$1.36M	Buy	+30,296	New	+$1.39M	0.97%	19

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

Root Financial Partners's RDVY Position: Q1 2026 in Review

Root Financial Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.89% in Q1 2026, selling an estimated $11.3K and leaving 17,791 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #86.

Root Financial Partners first reported a position in RDVY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.72M in Q3 2024. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Root Financial Partners held 17,791 shares of First Trust Rising Dividend Achievers ETF worth $1.21M as of Q1 2026.
Root Financial Partners sold 159 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $11.3K.
First Trust Rising Dividend Achievers ETF made up 0.06% of Root Financial Partners's portfolio in Q1 2026, its #86 holding.
Root Financial Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 13 quarters since.
Root Financial Partners's First Trust Rising Dividend Achievers ETF position peaked at $1.72M in Q3 2024.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.