U.S. Capital Wealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

U.S. Capital 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	$10.2M	Buy	149,670 +6,342	+4%	+$451K	0.26%	89
2025 Q4	$9.96M	Buy	143,328 +27,857	+24%	+$1.89M	0.26%	90
2025 Q3	$7.77M	Buy	115,471 +27,494	+31%	+$1.78M	0.21%	126
2025 Q2	$5.52M	Sell	87,977 -41,975	-32%	-$2.47M	0.16%	149
2025 Q1	$7.61M	Buy	129,952 +656	+0.5%	+$39.9K	0.23%	113
2024 Q4	$7.65M	Sell	129,296 -1,553	-1%	-$94.8K	0.24%	95
2024 Q3	$7.75M	Sell	130,849 -2,825	-2%	-$161K	0.27%	80
2024 Q2	$7.32M	Sell	133,674 -2,187	-2%	-$120K	0.28%	80
2024 Q1	$7.63M	Sell	135,861 -44,757	-25%	-$2.35M	0.29%	78
2023 Q4	$9.33M	Sell	180,618 -656	-0.4%	-$31K	0.37%	62
2023 Q3	$8.33M	Buy	181,274 +38,783	+27%	+$1.85M	0.37%	57
2023 Q2	$6.71M	Sell	142,491 -6,117	-4%	-$277K	0.32%	83
2023 Q1	$6.67M	Sell	148,608 -3,589	-2%	-$165K	0.31%	76
2022 Q4	$6.68M	Sell	152,197 -2,322	-2%	-$102K	0.31%	67
2022 Q3	$6.01M	Sell	154,519 -16,111	-9%	-$693K	0.3%	76
2022 Q2	$6.98M	Sell	170,630 -6,726	-4%	-$305K	0.31%	66
2022 Q1	$8.69M	Sell	177,356 -341	-0.2%	-$17K	0.32%	64
2021 Q4	$9.2M	Buy	177,697 +6,338	+4%	+$320K	0.36%	63
2021 Q3	$8.13M	Buy	+171,359	New	+$8.3M	0.35%	65

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

U.S. Capital Wealth Advisors's RDVY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.4% in Q1 2026, buying an estimated $451K and bringing the position to 149,670 shares worth $10.2M. The position accounts for 0.26% of the portfolio, ranked #89.

U.S. Capital Wealth Advisors first reported a position in RDVY in Q3 2021 and has held it in 19 quarters since. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

U.S. Capital Wealth Advisors held 149,670 shares of First Trust Rising Dividend Achievers ETF worth $10.2M as of Q1 2026.
U.S. Capital Wealth Advisors bought 6,342 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $451K.
First Trust Rising Dividend Achievers ETF made up 0.26% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #89 holding.
U.S. Capital Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 19 quarters since.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.