United Capital Financial Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

United Capital Financial 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	$2.52M	Buy	36,916 +2,993	+9%	+$213K	0.02%	501
2025 Q4	$2.36M	Buy	+33,923	New	+$2.31M	0.01%	494
2022 Q1	–	Sell	-14,892	Closed	-$771K	–	1210
2021 Q4	$771K	Sell	14,892 -9,119	-38%	-$460K	﹤0.01%	746
2021 Q3	$1.14M	Sell	24,011 -16,121	-40%	-$781K	0.01%	640
2021 Q2	$1.93M	Buy	+40,132	New	+$1.92M	0.01%	548
2019 Q4	–	Sell	-7,995	Closed	-$255K	–	1418
2019 Q3	$255K	Sell	7,995 -4,562	-36%	-$143K	﹤0.01%	1123
2019 Q2	$390K	Sell	12,557 -1,770	-12%	-$54K	﹤0.01%	1122
2019 Q1	$427K	Hold	14,327	–	–	﹤0.01%	1027
2018 Q4	$380K	Buy	14,327 +770	+6%	+$22.3K	﹤0.01%	994
2018 Q3	$428K	Buy	13,557 +1,495	+12%	+$46.4K	﹤0.01%	998
2018 Q2	$361K	Buy	+12,062	New	+$364K	﹤0.01%	1028

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 $79.5B AUM 27.1% 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

United Capital Financial Advisors's RDVY Position: Q1 2026 in Review

United Capital Financial Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 8.8% in Q1 2026, buying an estimated $213K and bringing the position to 36,916 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #501.

United Capital Financial Advisors first reported a position in RDVY in Q2 2018 and has held it in 11 quarters since. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

United Capital Financial Advisors held 36,916 shares of First Trust Rising Dividend Achievers ETF worth $2.52M as of Q1 2026.
United Capital Financial Advisors bought 2,993 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $213K.
First Trust Rising Dividend Achievers ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #501 holding.
United Capital Financial Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2018 and has held it in 11 quarters since.
761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.