Signal Advisors Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Signal Advisors Wealth’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	$848K	Sell	12,418 -2,126	-15%	-$151K	0.06%	265
2025 Q4	$1.01M	Buy	14,544 +524	+4%	+$35.6K	0.08%	192
2025 Q3	$943K	Buy	14,020 +10,030	+251%	+$651K	0.09%	169
2025 Q2	$250K	Sell	3,990 -73	-2%	-$4.29K	0.02%	412
2025 Q1	$238K	Buy	+4,063	New	+$247K	0.02%	396
2024 Q2	–	Sell	-12,622	Closed	-$709K	–	235
2024 Q1	$709K	Buy	+12,622	New	+$662K	0.18%	121

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

Signal Advisors Wealth's RDVY Position: Q1 2026 in Review

Signal Advisors Wealth reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 15% in Q1 2026, selling an estimated $151K and leaving 12,418 shares worth $848K. The position accounts for 0.06% of the portfolio, ranked #265.

Signal Advisors Wealth first reported a position in RDVY in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Signal Advisors Wealth held 12,418 shares of First Trust Rising Dividend Achievers ETF worth $848K as of Q1 2026.
Signal Advisors Wealth sold 2,126 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $151K.
First Trust Rising Dividend Achievers ETF made up 0.06% of Signal Advisors Wealth's portfolio in Q1 2026, its #265 holding.
Signal Advisors Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 6 quarters since.
Signal Advisors Wealth's First Trust Rising Dividend Achievers ETF position peaked at $1.01M in Q4 2025.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.