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Silver Oak Securities’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Silver Oak Securities’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 		$18.4M Sell
270,094
-60,584
-18% -$4.31M 1.35% 9
2025
Q4 		$23.2M Buy
330,678
+72,172
+28% +$4.91M 1.57% 7
2025
Q3 		$17.4M Buy
258,506
+30,269
+13% +$1.96M 1.3% 10
2025
Q2 		$14.3M Buy
228,237
+8,043
+4% +$473K 1.16% 13
2025
Q1 		$12.8M Buy
220,194
+2,295
+1% +$139K 1.17% 15
2024
Q4 		$12.9M Buy
217,899
+13,172
+6% +$804K 1.19% 14
2024
Q3 		$12.1M Buy
204,727
+11,843
+6% +$674K 1.27% 12
2024
Q2 		$10.6M Buy
192,884
+1,160
+0.6% +$63.4K 1.58% 10
2024
Q1 		$10.8M Buy
191,724
+7,354
+4% +$386K 1.65% 7
2023
Q4 		$9.53M Buy
184,370
+1,645
+0.9% +$77.8K 1.28% 11
2023
Q3 		$8.4M Buy
182,725
+14,992
+9% +$717K 1.83% 7
2023
Q2 		$7.9M Buy
167,733
+7,419
+5% +$336K 1.27% 12
2023
Q1 		$7.19M Buy
160,314
+15,566
+11% +$715K 1.18% 17
2022
Q4 		$6.36M Sell
144,748
-37,977
-21% -$1.66M 1.19% 20
2022
Q3 		$8.4M Sell
182,725
-5,302
-3% -$228K 1.83% 7
2022
Q2 		$8.16M Buy
188,027
+106,898
+132% +$4.85M 1.83% 12
2022
Q1 		$3.9M Buy
+81,129
New +$4.05M 0.79% 22

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 $71.6B AUM 21.08% 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

Silver Oak Securities's RDVY Position: Q1 2026 in Review

Silver Oak Securities reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 18% in Q1 2026, selling an estimated $4.31M and leaving 270,094 shares worth $18.4M. The position accounts for 1.35% of the portfolio, ranked #9.

Silver Oak Securities first reported a position in RDVY in Q1 2022 and has held it in 17 quarters since. The position peaked at $23.2M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Silver Oak Securities held 270,094 shares of First Trust Rising Dividend Achievers ETF worth $18.4M as of Q1 2026.
  • Silver Oak Securities sold 60,584 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $4.31M.
  • First Trust Rising Dividend Achievers ETF made up 1.35% of Silver Oak Securities's portfolio in Q1 2026, its #9 holding.
  • Silver Oak Securities first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's First Trust Rising Dividend Achievers ETF position peaked at $23.2M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.