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

Rossby Financial’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 		$286K Buy
4,148
+758
+22% +$54K 0.06% 293
2025
Q4 		$236K Buy
3,390
+534
+19% +$36.3K 0.07% 250
2025
Q3 		$192K Buy
2,856
+1,216
+74% +$78.9K 0.06% 289
2025
Q2 		$103K Buy
1,640
+834
+103% +$49K 0.04% 357
2025
Q1 		$45.7K Buy
+806
New +$49K 0.02% 498

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

Rossby Financial's RDVY Position: Q1 2026 in Review

Rossby Financial increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 22% in Q1 2026, buying an estimated $54K and bringing the position to 4,148 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #293.

Rossby Financial first reported a position in RDVY in Q1 2025 and has held it in 5 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Rossby Financial held 4,148 shares of First Trust Rising Dividend Achievers ETF worth $286K as of Q1 2026.
  • Rossby Financial bought 758 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $54K.
  • First Trust Rising Dividend Achievers ETF made up 0.06% of Rossby Financial's portfolio in Q1 2026, its #293 holding.
  • Rossby Financial first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 5 quarters since.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

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