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

Visionary 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	$757K	Buy	11,087 +608	+6%	+$43.3K	0.03%	328
2025 Q4	$728K	Sell	10,479 -1,109	-10%	-$75.4K	0.03%	316
2025 Q3	$779K	Sell	11,588 -66,554	-85%	-$4.32M	0.04%	314
2025 Q2	$4.9M	Buy	78,142 +18,534	+31%	+$1.09M	0.25%	97
2025 Q1	$3.49M	Buy	59,608 +8,643	+17%	+$525K	0.21%	124
2024 Q4	$3.01M	Buy	50,965 +3,948	+8%	+$241K	0.18%	132
2024 Q3	$2.78M	Buy	+47,017	New	+$2.67M	0.17%	136

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

Visionary Wealth Advisors's RDVY Position: Q1 2026 in Review

Visionary Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.8% in Q1 2026, buying an estimated $43.3K and bringing the position to 11,087 shares worth $757K. The position accounts for 0.03% of the portfolio, ranked #328.

Visionary Wealth Advisors first reported a position in RDVY in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.9M in Q2 2025. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Visionary Wealth Advisors held 11,087 shares of First Trust Rising Dividend Achievers ETF worth $757K as of Q1 2026.
Visionary Wealth Advisors bought 608 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $43.3K.
First Trust Rising Dividend Achievers ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #328 holding.
Visionary Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 7 quarters since.
Visionary Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $4.9M in Q2 2025.
759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

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