RWA Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

RWA Wealth 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	$2.26M	Buy	33,109 +17,503	+112%	+$1.25M	0.02%	239
2025 Q4	$1.08M	Hold	15,606	–	–	0.01%	340
2025 Q3	$1.05M	Hold	15,606	–	–	0.01%	341
2025 Q2	$979K	Hold	15,606	–	–	0.01%	331
2025 Q1	$914K	Hold	15,606	–	–	0.01%	338
2024 Q4	$923K	Hold	15,606	–	–	0.01%	338
2024 Q3	$924K	Buy	15,606 +151	+1%	+$8.59K	0.01%	335
2024 Q2	$846K	Hold	15,455	–	–	0.01%	328
2024 Q1	$868K	Sell	15,455 -4	-0%	-$210	0.01%	322
2023 Q4	$799K	Buy	+15,459	New	+$731K	0.01%	319

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

RWA Wealth Partners's RDVY Position: Q1 2026 in Review

RWA Wealth Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 112% in Q1 2026, buying an estimated $1.25M and bringing the position to 33,109 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #239.

RWA Wealth Partners first reported a position in RDVY in Q4 2023 and has held it in 10 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

RWA Wealth Partners held 33,109 shares of First Trust Rising Dividend Achievers ETF worth $2.26M as of Q1 2026.
RWA Wealth Partners bought 17,503 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.25M.
First Trust Rising Dividend Achievers ETF made up 0.02% of RWA Wealth Partners's portfolio in Q1 2026, its #239 holding.
RWA Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.