TruWealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

TruWealth Advisors’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	$5.18M	Buy	75,898 +546	+0.7%	+$38.9K	0.25%	67
2025 Q4	$5.23M	Sell	75,352 -456	-0.6%	-$31K	0.26%	64
2025 Q3	$5.1M	Buy	75,808 +244	+0.3%	+$15.8K	0.26%	61
2025 Q2	$4.74M	Buy	75,564 +1,263	+2%	+$74.3K	0.26%	62
2025 Q1	$4.35M	Buy	74,301 +3,156	+4%	+$192K	0.26%	57
2024 Q4	$4.21M	Buy	71,145 +706	+1%	+$43.1K	0.25%	57
2024 Q3	$4.17M	Sell	70,439 -143	-0.2%	-$8.13K	0.26%	57
2024 Q2	$3.86M	Buy	70,582 +165	+0.2%	+$9.02K	0.26%	56
2024 Q1	$3.96M	Buy	70,417 +953	+1%	+$50K	0.28%	54
2023 Q4	$3.59M	Buy	69,464 +64,293	+1,243%	+$3.04M	0.27%	51
2023 Q3	$238K	Buy	5,171 +831	+19%	+$39.7K	0.02%	133
2023 Q2	$204K	Buy	+4,340	New	+$196K	0.02%	147

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TruWealth Advisors's RDVY Position: Q1 2026 in Review

TruWealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.72% in Q1 2026, buying an estimated $38.9K and bringing the position to 75,898 shares worth $5.18M. The position accounts for 0.25% of the portfolio, ranked #67.

TruWealth Advisors first reported a position in RDVY in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.23M in Q4 2025. 766 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

TruWealth Advisors held 75,898 shares of First Trust Rising Dividend Achievers ETF worth $5.18M as of Q1 2026.
TruWealth Advisors bought 546 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $38.9K.
First Trust Rising Dividend Achievers ETF made up 0.25% of TruWealth Advisors's portfolio in Q1 2026, its #67 holding.
TruWealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2023 and has held it in 12 quarters since.
TruWealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $5.23M in Q4 2025.
766 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.