TD Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

TD Capital Management’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	$2.64M	Buy	38,665 +7,813	+25%	+$556K	0.24%	49
2025 Q4	$2.14M	Buy	30,852 +12,603	+69%	+$857K	0.19%	54
2025 Q3	$1.23M	Buy	18,249 +1,548	+9%	+$100K	0.11%	59
2025 Q2	$1.05M	Sell	16,701 -4,213	-20%	-$248K	0.1%	59
2025 Q1	$1.22M	Sell	20,914 -1,180	-5%	-$71.7K	0.12%	55
2024 Q4	$1.31M	Buy	22,094 +110	+0.5%	+$6.71K	0.13%	56
2024 Q3	$1.3M	Sell	21,984 -1,454	-6%	-$82.7K	0.13%	53
2024 Q2	$1.28M	Buy	23,438 +116	+0.5%	+$6.34K	0.13%	51
2024 Q1	$1.31M	Sell	23,322 -1,305	-5%	-$68.5K	0.14%	48
2023 Q4	$1.27M	Sell	24,627 -471	-2%	-$22.3K	0.15%	46
2023 Q3	$1.15M	Buy	25,098 +445	+2%	+$21.3K	0.14%	44
2023 Q2	$1.16M	Buy	24,653 +809	+3%	+$36.6K	0.14%	45
2023 Q1	$1.07M	Buy	23,844 +1,713	+8%	+$78.7K	0.13%	44
2022 Q4	$972K	Sell	22,131 -8,068	-27%	-$353K	0.13%	43
2022 Q3	$1.17M	Buy	30,199 +1,304	+5%	+$56.1K	0.16%	41
2022 Q2	$1.18M	Buy	28,895 +8,113	+39%	+$368K	0.16%	39
2022 Q1	$1.02M	Buy	20,782 +20,645	+15,069%	+$1.03M	0.12%	42
2021 Q4	$7K	Buy	+137	New	+$6.91K	﹤0.01%	287

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

TD Capital Management's RDVY Position: Q1 2026 in Review

TD Capital Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 25% in Q1 2026, buying an estimated $556K and bringing the position to 38,665 shares worth $2.64M. The position accounts for 0.24% of the portfolio, ranked #49.

TD Capital Management first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

TD Capital Management held 38,665 shares of First Trust Rising Dividend Achievers ETF worth $2.64M as of Q1 2026.
TD Capital Management bought 7,813 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $556K.
First Trust Rising Dividend Achievers ETF made up 0.24% of TD Capital Management's portfolio in Q1 2026, its #49 holding.
TD Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.