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Strategic Blueprint’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Strategic Blueprint’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 		$1.66M Buy
24,337
+1,319
+6% +$93.9K 0.1% 204
2025
Q4 		$1.6M Sell
23,018
-4,518
-16% -$307K 0.09% 208
2025
Q3 		$1.85M Buy
27,536
+2,979
+12% +$193K 0.08% 217
2025
Q2 		$1.54M Buy
24,557
+34
+0.1% +$2K 0.08% 230
2025
Q1 		$1.44M Buy
24,523
+2,210
+10% +$134K 0.08% 220
2024
Q4 		$1.32M Buy
22,313
+738
+3% +$45K 0.08% 212
2024
Q3 		$1.28M Sell
21,575
-36,086
-63% -$2.05M 0.08% 212
2024
Q2 		$3.16M Buy
57,661
+2,003
+4% +$110K 0.21% 104
2024
Q1 		$3.13M Buy
55,658
+1,579
+3% +$82.8K 0.22% 103
2023
Q4 		$2.79M Sell
54,079
-2,680
-5% -$127K 0.23% 99
2023
Q3 		$2.61M Sell
56,759
-7,045
-11% -$337K 0.24% 95
2023
Q2 		$3.01M Buy
63,804
+10,922
+21% +$494K 0.29% 79
2023
Q1 		$2.37M Buy
52,882
+697
+1% +$32K 0.24% 98
2022
Q4 		$2.29M Buy
52,185
+3,215
+7% +$141K 0.27% 95
2022
Q3 		$1.9M Buy
48,970
+3,597
+8% +$155K 0.23% 108
2022
Q2 		$1.86M Buy
45,373
+7,984
+21% +$362K 0.23% 106
2022
Q1 		$1.83M Buy
37,389
+13,975
+60% +$698K 0.21% 106
2021
Q4 		$1.21M Buy
23,414
+8,622
+58% +$435K 0.15% 150
2021
Q3 		$702K Buy
14,792
+7,769
+111% +$376K 0.11% 186
2021
Q2 		$337K Buy
+7,023
New +$336K 0.05% 290
2019
Q4 		– Sell
-1,500
Closed -$48K – 342
2019
Q3 		$48K Buy
+1,500
New +$46.9K 0.04% 155

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

Strategic Blueprint's RDVY Position: Q1 2026 in Review

Strategic Blueprint increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.7% in Q1 2026, buying an estimated $93.9K and bringing the position to 24,337 shares worth $1.66M. The position accounts for 0.1% of the portfolio, ranked #204.

Strategic Blueprint first reported a position in RDVY in Q3 2019 and has held it in 21 quarters since. The position peaked at $3.16M in Q2 2024. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Strategic Blueprint held 24,337 shares of First Trust Rising Dividend Achievers ETF worth $1.66M as of Q1 2026.
  • Strategic Blueprint bought 1,319 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $93.9K.
  • First Trust Rising Dividend Achievers ETF made up 0.1% of Strategic Blueprint's portfolio in Q1 2026, its #204 holding.
  • Strategic Blueprint first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2019 and has held it in 21 quarters since.
  • Strategic Blueprint's First Trust Rising Dividend Achievers ETF position peaked at $3.16M in Q2 2024.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.