Stratos Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Stratos Wealth Partners’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	$39.7M	Buy	582,079 +42,258	+8%	+$3.01M	0.45%	37
2025 Q4	$37.5M	Buy	539,821 +27,047	+5%	+$1.84M	0.42%	39
2025 Q3	$34.5M	Buy	512,774 +31,261	+6%	+$2.03M	0.41%	41
2025 Q2	$30.2M	Buy	481,513 +5,280	+1%	+$311K	0.41%	45
2025 Q1	$27.9M	Buy	476,233 +48,984	+11%	+$2.98M	0.42%	47
2024 Q4	$25.3M	Buy	427,249 +10,547	+3%	+$644K	0.36%	51
2024 Q3	$24.7M	Buy	416,702 +23,486	+6%	+$1.34M	0.36%	52
2024 Q2	$21.5M	Buy	393,216 +8,764	+2%	+$479K	0.34%	52
2024 Q1	$21.6M	Buy	384,452 +22,868	+6%	+$1.2M	0.36%	45
2023 Q4	$18.7M	Buy	361,584 +36,829	+11%	+$1.74M	0.35%	47
2023 Q3	$14.9M	Buy	324,755 +784	+0.2%	+$37.5K	0.32%	53
2023 Q2	$15.3M	Buy	323,971 +16,560	+5%	+$749K	0.35%	50
2023 Q1	$13.8M	Sell	307,411 -83,685	-21%	-$3.84M	0.37%	51
2022 Q4	$17.2M	Sell	391,096 -22,597	-5%	-$988K	0.43%	47
2022 Q3	$16.1M	Sell	413,693 -33,486	-7%	-$1.44M	0.45%	45
2022 Q2	$18.3M	Buy	447,179 +39,818	+10%	+$1.81M	0.46%	44
2022 Q1	$20M	Buy	407,361 +174,232	+75%	+$8.7M	0.45%	43
2021 Q4	$12.1M	Buy	233,129 +8,770	+4%	+$442K	0.27%	78
2021 Q3	$10.7M	Buy	224,359 +65,964	+42%	+$3.2M	0.27%	69
2021 Q2	$7.61M	Buy	158,395 +62,075	+64%	+$2.97M	0.19%	117
2021 Q1	$4.38M	Buy	96,320 +63,447	+193%	+$2.71M	0.12%	186
2020 Q4	$1.31M	Buy	32,873 +6,487	+25%	+$236K	0.04%	382
2020 Q3	$864K	Sell	26,386 -4,878	-16%	-$158K	0.03%	437
2020 Q2	$964K	Buy	31,264 +9,071	+41%	+$264K	0.03%	386
2020 Q1	$569K	Sell	22,193 -358	-2%	-$11.6K	0.03%	486
2019 Q4	$809K	Buy	22,551 +700	+3%	+$23.7K	0.03%	453
2019 Q3	$696K	Sell	21,851 -46,056	-68%	-$1.44M	0.03%	474
2019 Q2	$2.11M	Buy	67,907 +6,906	+11%	+$211K	0.09%	224
2019 Q1	$1.82M	Sell	61,001 -1,420	-2%	-$41.6K	0.08%	247
2018 Q4	$1.66M	Buy	62,421 +10,735	+21%	+$311K	0.09%	244
2018 Q3	$1.63M	Buy	51,686 +5,005	+11%	+$155K	0.07%	249
2018 Q2	$1.4M	Buy	46,681 +13,721	+42%	+$415K	0.06%	294
2018 Q1	$979K	Buy	32,960 +4,206	+15%	+$129K	0.04%	376
2017 Q4	$859K	Buy	28,754 +3,062	+12%	+$88.3K	0.04%	382
2017 Q3	$716K	Buy	25,692 +11,067	+76%	+$302K	0.03%	406
2017 Q2	$395K	Buy	+14,625	New	+$392K	0.02%	532

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

Stratos Wealth Partners's RDVY Position: Q1 2026 in Review

Stratos Wealth Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.8% in Q1 2026, buying an estimated $3.01M and bringing the position to 582,079 shares worth $39.7M. The position accounts for 0.45% of the portfolio, ranked #37.

Stratos Wealth Partners first reported a position in RDVY in Q2 2017 and has held it in 36 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Stratos Wealth Partners held 582,079 shares of First Trust Rising Dividend Achievers ETF worth $39.7M as of Q1 2026.
Stratos Wealth Partners bought 42,258 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $3.01M.
First Trust Rising Dividend Achievers ETF made up 0.45% of Stratos Wealth Partners's portfolio in Q1 2026, its #37 holding.
Stratos Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2017 and has held it in 36 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.