Twin Peaks Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Twin Peaks Wealth 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	$2.5M	Buy	36,564 +3,163	+9%	+$225K	0.63%	42
2025 Q4	$2.43M	Sell	33,401 -297	-0.9%	-$20.2K	0.71%	38
2025 Q3	$2.27M	Buy	33,698 +77	+0.2%	+$5K	0.77%	36
2025 Q2	$2.18M	Buy	33,621 +1,820	+6%	+$107K	0.71%	33
2025 Q1	$1.76M	Sell	31,801 -3,252	-9%	-$198K	0.8%	31
2024 Q4	$2.07M	Buy	35,053 +2,392	+7%	+$146K	0.88%	29
2024 Q3	$1.93M	Buy	32,661 +2,208	+7%	+$126K	0.89%	29
2024 Q2	$1.67M	Sell	30,453 -44	-0.1%	-$2.41K	0.83%	33
2024 Q1	$1.71M	Sell	30,497 -1,730	-5%	-$90.7K	0.95%	26
2023 Q4	$1.67M	Buy	+32,227	New	+$1.52M	1.06%	24

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

Twin Peaks Wealth Advisors's RDVY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.5% in Q1 2026, buying an estimated $225K and bringing the position to 36,564 shares worth $2.5M. The position accounts for 0.63% of the portfolio, ranked #42.

Twin Peaks Wealth Advisors first reported a position in RDVY in Q4 2023 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Twin Peaks Wealth Advisors held 36,564 shares of First Trust Rising Dividend Achievers ETF worth $2.5M as of Q1 2026.
Twin Peaks Wealth Advisors bought 3,163 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $225K.
First Trust Rising Dividend Achievers ETF made up 0.63% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #42 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 10 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.