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

Tranquility 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 		$1.13M Buy
16,550
+892
+6% +$63.5K 0.43% 56
2025
Q4 		$1.09M Sell
15,658
-1,360
-8% -$92.4K 0.39% 60
2025
Q3 		$1.14M Buy
17,018
+367
+2% +$23.8K 0.39% 64
2025
Q2 		$1.04M Buy
16,651
+137
+0.8% +$8.06K 0.37% 73
2025
Q1 		$967K Buy
16,514
+1,132
+7% +$68.8K 0.37% 72
2024
Q4 		$923K Sell
15,382
-529
-3% -$32.3K 0.35% 79
2024
Q3 		$942K Buy
15,911
+123
+0.8% +$7K 0.34% 79
2024
Q2 		$864K Buy
15,788
+1,036
+7% +$56.6K 0.33% 85
2024
Q1 		$829K Buy
14,752
+508
+4% +$26.6K 0.32% 86
2023
Q4 		$736K Buy
14,244
+1,178
+9% +$55.7K 0.31% 89
2023
Q3 		$600K Buy
13,066
+1,644
+14% +$78.6K 0.26% 98
2023
Q2 		$538K Buy
11,422
+1,143
+11% +$51.7K 0.23% 110
2023
Q1 		$461K Buy
10,279
+1,134
+12% +$52.1K 0.22% 119
2022
Q4 		$402K Sell
9,145
-160
-2% -$7K 0.2% 121
2022
Q3 		$362K Buy
9,305
+1,574
+20% +$67.7K 0.2% 125
2022
Q2 		$316K Sell
7,731
-2,196
-22% -$99.6K 0.16% 146
2022
Q1 		$486K Buy
9,927
+2,203
+29% +$110K 0.23% 113
2021
Q4 		$400K Buy
7,724
+1,852
+32% +$93.4K 0.19% 129
2021
Q3 		$279K Buy
+5,872
New +$284K 0.14% 169

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tranquility Partners's RDVY Position: Q1 2026 in Review

Tranquility Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.7% in Q1 2026, buying an estimated $63.5K and bringing the position to 16,550 shares worth $1.13M. The position accounts for 0.43% of the portfolio, ranked #56.

Tranquility Partners first reported a position in RDVY in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q3 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Tranquility Partners held 16,550 shares of First Trust Rising Dividend Achievers ETF worth $1.13M as of Q1 2026.
  • Tranquility Partners bought 892 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $63.5K.
  • First Trust Rising Dividend Achievers ETF made up 0.43% of Tranquility Partners's portfolio in Q1 2026, its #56 holding.
  • Tranquility Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 19 quarters since.
  • Tranquility Partners's First Trust Rising Dividend Achievers ETF position peaked at $1.14M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.