Savvy Advisors Inc’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Savvy Advisors Inc’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	$1.96M	Buy	28,664 +1,234	+4%	+$87.8K	0.05%	273
2025 Q4	$1.91M	Buy	27,430 +7,026	+34%	+$478K	0.06%	236
2025 Q3	$1.37M	Buy	20,404 +2,351	+13%	+$153K	0.06%	217
2025 Q2	$1.13M	Buy	18,053 +745	+4%	+$43.8K	0.08%	195
2025 Q1	$1.01M	Buy	17,308 +3,423	+25%	+$208K	0.1%	164
2024 Q4	$821K	Buy	13,885 +300	+2%	+$18.3K	0.1%	170
2024 Q3	$804K	Buy	13,585 +30	+0.2%	+$1.71K	0.16%	129
2024 Q2	$742K	Buy	13,555 +540	+4%	+$29.5K	0.24%	97
2024 Q1	$731K	Sell	13,015 -601	-4%	-$31.5K	0.42%	60
2023 Q4	$704K	Buy	+13,616	New	+$644K	0.68%	35

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

Savvy Advisors Inc's RDVY Position: Q1 2026 in Review

Savvy Advisors Inc increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.5% in Q1 2026, buying an estimated $87.8K and bringing the position to 28,664 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #273.

Savvy Advisors Inc first reported a position in RDVY in Q4 2023 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Savvy Advisors Inc held 28,664 shares of First Trust Rising Dividend Achievers ETF worth $1.96M as of Q1 2026.
Savvy Advisors Inc bought 1,234 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $87.8K.
First Trust Rising Dividend Achievers ETF made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #273 holding.
Savvy Advisors Inc first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.