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

Sagespring 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 		$707K Sell
10,359
-665
-6% -$47.3K 0.01% 409
2025
Q4 		$766K Sell
11,024
-1,326
-11% -$90.1K 0.01% 364
2025
Q3 		$831K Sell
12,350
-1,518
-11% -$98.5K 0.02% 336
2025
Q2 		$870K Sell
13,868
-3,088
-18% -$182K 0.02% 312
2025
Q1 		$993K Sell
16,956
-434
-2% -$26.4K 0.03% 243
2024
Q4 		$1.03M Buy
+17,390
New +$1.06M 0.03% 212

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 $79.5B AUM 27.1% 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

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

Sagespring Wealth Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6% in Q1 2026, selling an estimated $47.3K and leaving 10,359 shares worth $707K. The position accounts for 0.01% of the portfolio, ranked #409.

Sagespring Wealth Partners first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2024. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Sagespring Wealth Partners held 10,359 shares of First Trust Rising Dividend Achievers ETF worth $707K as of Q1 2026.
  • Sagespring Wealth Partners sold 665 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $47.3K.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #409 holding.
  • Sagespring Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $1.03M in Q4 2024.
  • 761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.