Traction Financial Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Traction Financial 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	$16.2M	Buy	237,780 +1,985	+0.8%	+$141K	10%	4
2025 Q4	$16.4M	Buy	235,795 +11,923	+5%	+$810K	9.71%	4
2025 Q3	$15.1M	Buy	223,872 +17,268	+8%	+$1.12M	9.29%	4
2025 Q2	$13M	Buy	206,604 +10,468	+5%	+$616K	8.79%	5
2025 Q1	$11.5M	Sell	196,136 -16,862	-8%	-$1.02M	8.97%	5
2024 Q4	$12.6M	Buy	212,998 +8,364	+4%	+$510K	9.79%	3
2024 Q3	$12.1M	Sell	204,634 -25,677	-11%	-$1.46M	9.51%	3
2024 Q2	$13.1M	Buy	230,311 +14,204	+7%	+$777K	9.51%	3
2024 Q1	$11.9M	Sell	216,107 -4,734	-2%	-$248K	9.32%	3
2023 Q4	$11.4M	Buy	+220,841	New	+$10.4M	7.66%	4

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

Traction Financial Partners's RDVY Position: Q1 2026 in Review

Traction Financial Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.84% in Q1 2026, buying an estimated $141K and bringing the position to 237,780 shares worth $16.2M. The position accounts for 10% of the portfolio, ranked #4.

Traction Financial Partners first reported a position in RDVY in Q4 2023 and has held it in 10 quarters since. The position peaked at $16.4M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Traction Financial Partners held 237,780 shares of First Trust Rising Dividend Achievers ETF worth $16.2M as of Q1 2026.
Traction Financial Partners bought 1,985 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $141K.
First Trust Rising Dividend Achievers ETF made up 10% of Traction Financial Partners's portfolio in Q1 2026, its #4 holding.
Traction Financial Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
Traction Financial Partners's First Trust Rising Dividend Achievers ETF position peaked at $16.4M in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.