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

Sunbelt 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	$2.8M	Buy	40,939 +3,622	+10%	+$258K	0.18%	100
2025 Q4	$2.59M	Buy	37,317 +2,146	+6%	+$146K	0.17%	107
2025 Q3	$2.37M	Buy	35,171 +21,640	+160%	+$1.4M	0.16%	112
2025 Q2	$800K	Sell	13,531 -12,561	-48%	-$739K	0.07%	243
2025 Q1	$1.53M	Buy	26,092 +12,616	+94%	+$767K	0.14%	128
2024 Q4	$795K	Buy	13,476 +5,848	+77%	+$357K	0.07%	244
2024 Q3	$452K	Buy	7,628 +1,750	+30%	+$99.5K	0.04%	378
2024 Q2	$322K	Buy	5,878 +2,323	+65%	+$127K	0.03%	437
2024 Q1	$200K	Buy	3,555 +8	+0.2%	+$420	0.02%	534
2023 Q4	$183K	Buy	3,547 +14	+0.4%	+$662	0.02%	514
2023 Q3	$162K	Buy	3,533 +10	+0.3%	+$478	0.02%	535
2023 Q2	$166K	Buy	3,523 +23	+0.7%	+$1.04K	0.02%	513
2023 Q1	$155K	Buy	+3,500	New	+$161K	0.03%	479

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

Sunbelt Securities's RDVY Position: Q1 2026 in Review

Sunbelt Securities increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.7% in Q1 2026, buying an estimated $258K and bringing the position to 40,939 shares worth $2.8M. The position accounts for 0.18% of the portfolio, ranked #100.

Sunbelt Securities first reported a position in RDVY in Q1 2023 and has held it in 13 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Sunbelt Securities held 40,939 shares of First Trust Rising Dividend Achievers ETF worth $2.8M as of Q1 2026.
Sunbelt Securities bought 3,622 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $258K.
First Trust Rising Dividend Achievers ETF made up 0.18% of Sunbelt Securities's portfolio in Q1 2026, its #100 holding.
Sunbelt Securities first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 13 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.