Sequent Planning’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Sequent Planning’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	$2.41M	Buy	35,252 +1,566	+5%	+$111K	0.58%	46
2025 Q4	$2.34M	Buy	33,686 +14,755	+78%	+$1M	0.6%	43
2025 Q3	$1.27M	Buy	18,931 +802	+4%	+$52K	0.36%	61
2025 Q2	$1.14M	Sell	18,129 -121	-0.7%	-$7.12K	0.36%	44
2025 Q1	$1.07M	Sell	18,250 -381	-2%	-$23.2K	0.38%	43
2024 Q4	$1.1M	Sell	18,631 -1,027	-5%	-$62.7K	0.4%	43
2024 Q3	$1.16M	Buy	19,658 +1,709	+10%	+$97.2K	0.4%	42
2024 Q2	$981K	Sell	17,949 -3,813	-18%	-$208K	0.34%	46
2024 Q1	$1.22M	Buy	+21,762	New	+$1.14M	0.44%	39

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

Sequent Planning's RDVY Position: Q1 2026 in Review

Sequent Planning increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.6% in Q1 2026, buying an estimated $111K and bringing the position to 35,252 shares worth $2.41M. The position accounts for 0.58% of the portfolio, ranked #46.

Sequent Planning first reported a position in RDVY in Q1 2024 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Sequent Planning held 35,252 shares of First Trust Rising Dividend Achievers ETF worth $2.41M as of Q1 2026.
Sequent Planning bought 1,566 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $111K.
First Trust Rising Dividend Achievers ETF made up 0.58% of Sequent Planning's portfolio in Q1 2026, its #46 holding.
Sequent Planning first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.