Virtus Wealth Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Virtus Wealth Solutions’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	$8.57M	Buy	125,461 +6,011	+5%	+$428K	1.63%	22
2025 Q4	$8.3M	Buy	119,450 +90,442	+312%	+$6.15M	1.58%	19
2025 Q3	$1.95M	Sell	29,008 -567	-2%	-$36.8K	0.38%	29
2025 Q2	$1.86M	Buy	29,575 +532	+2%	+$31.3K	0.38%	29
2025 Q1	$1.7M	Buy	29,043 +2,037	+8%	+$124K	0.52%	19
2024 Q4	$1.6M	Buy	+27,006	New	+$1.65M	0.38%	27

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

Virtus Wealth Solutions's RDVY Position: Q1 2026 in Review

Virtus Wealth Solutions increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5% in Q1 2026, buying an estimated $428K and bringing the position to 125,461 shares worth $8.57M. The position accounts for 1.63% of the portfolio, ranked #22.

Virtus Wealth Solutions first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Virtus Wealth Solutions held 125,461 shares of First Trust Rising Dividend Achievers ETF worth $8.57M as of Q1 2026.
Virtus Wealth Solutions bought 6,011 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $428K.
First Trust Rising Dividend Achievers ETF made up 1.63% of Virtus Wealth Solutions's portfolio in Q1 2026, its #22 holding.
Virtus Wealth Solutions first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Virtus Wealth Solutions's 13F filing for Q1 2026, filed 8 May 2026.