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

Waverly 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	$246K	Buy	+3,598	New	+$256K	﹤0.01%	1410
2023 Q4	–	Sell	-5,447	Closed	-$250K	–	458
2023 Q3	$250K	Buy	+5,447	New	+$260K	0.01%	357
2023 Q2	–	Sell	-95,738	Closed	-$4.3M	–	370
2023 Q1	$4.3M	Sell	95,738 -5,523	-5%	-$254K	0.22%	70
2022 Q4	$4.45M	Buy	+101,261	New	+$4.43M	0.25%	63

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

Waverly Advisors's RDVY Position: Q1 2026 in Review

Waverly Advisors opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026: 3,598 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1410 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in RDVY as recently as Q3 2023.

Waverly Advisors first reported a position in RDVY in Q4 2022 and has held it in 4 quarters since. The position peaked at $4.45M in Q4 2022. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Waverly Advisors held 3,598 shares of First Trust Rising Dividend Achievers ETF worth $246K as of Q1 2026.
First Trust Rising Dividend Achievers ETF was a new Waverly Advisors position in Q1 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1410 holding.
Waverly Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 4 quarters since.
Waverly Advisors's First Trust Rising Dividend Achievers ETF position peaked at $4.45M in Q4 2022.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

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