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

Strategies Wealth Advisors’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	$296K	Buy	4,337 +4	+0.1%	+$285	0.03%	138
2025 Q4	$301K	Sell	4,333 -116	-3%	-$7.88K	0.03%	142
2025 Q3	$299K	Sell	4,449 -971	-18%	-$63K	0.03%	144
2025 Q2	$340K	Buy	5,420 +1,396	+35%	+$82.1K	0.04%	130
2025 Q1	$236K	Buy	4,024 +17	+0.4%	+$1.03K	0.03%	155
2024 Q4	$250K	Buy	4,007 +20	+0.5%	+$1.22K	0.03%	111
2024 Q3	$236K	Buy	3,987 +13	+0.3%	+$739	0.03%	85
2024 Q2	$218K	Sell	3,974 -343	-8%	-$18.8K	0.03%	83
2024 Q1	$242K	Buy	+4,317	New	+$226K	0.04%	85

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

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

Strategies Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.09% in Q1 2026, buying an estimated $285 and bringing the position to 4,337 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #138.

Strategies Wealth Advisors first reported a position in RDVY in Q1 2024 and has held it in 9 quarters since. The position peaked at $340K in Q2 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Strategies Wealth Advisors held 4,337 shares of First Trust Rising Dividend Achievers ETF worth $296K as of Q1 2026.
Strategies Wealth Advisors bought 4 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $285.
First Trust Rising Dividend Achievers ETF made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #138 holding.
Strategies Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
Strategies Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $340K in Q2 2025.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.