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

WCG 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 		$3.78M Buy
55,432
+3,465
+7% +$247K 0.11% 184
2025
Q4 		$3.61M Buy
51,967
+34,727
+201% +$2.36M 0.1% 190
2025
Q3 		$1.16M Buy
17,240
+217
+1% +$14.1K 0.07% 214
2025
Q2 		$1.07M Sell
17,023
-1,438
-8% -$84.6K 0.07% 225
2025
Q1 		$1.08M Sell
18,461
-376
-2% -$22.9K 0.08% 189
2024
Q4 		$1.11M Sell
18,837
-2,000
-10% -$122K 0.07% 203
2024
Q3 		$1.23M Sell
20,837
-727
-3% -$41.3K 0.08% 204
2024
Q2 		$1.18M Buy
21,564
+1,888
+10% +$103K 0.09% 182
2024
Q1 		$1.1M Sell
19,676
-220
-1% -$11.5K 0.09% 174
2023
Q4 		$1.03M Sell
19,896
-5,479
-22% -$259K 0.08% 203
2023
Q3 		$1.17M Buy
25,375
+9,171
+57% +$438K 0.09% 188
2023
Q2 		$763K Sell
16,204
-292
-2% -$13.2K 0.09% 125
2023
Q1 		$740K Sell
16,496
-928
-5% -$42.6K 0.09% 124
2022
Q4 		$765K Buy
17,424
+4,499
+35% +$197K 0.11% 121
2022
Q3 		$686K Sell
12,925
-6,120
-32% -$263K 0.09% 156
2022
Q2 		$779K Buy
+19,045
New +$863K 0.11% 140

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WCG Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 6.7% in Q1 2026, buying an estimated $247K and bringing the position to 55,432 shares worth $3.78M. The position accounts for 0.11% of the portfolio, ranked #184.

WCG Wealth Advisors first reported a position in RDVY in Q2 2022 and has held it in 16 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • WCG Wealth Advisors held 55,432 shares of First Trust Rising Dividend Achievers ETF worth $3.78M as of Q1 2026.
  • WCG Wealth Advisors bought 3,465 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $247K.
  • First Trust Rising Dividend Achievers ETF made up 0.11% of WCG Wealth Advisors's portfolio in Q1 2026, its #184 holding.
  • WCG Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 16 quarters since.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.