WE
RDVY icon

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

Wealth Effects’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 		$2.44M Buy
35,681
+252
+0.7% +$17.9K 0.86% 21
2025
Q4 		$2.46M Sell
35,429
-274
-0.8% -$18.6K 0.77% 22
2025
Q3 		$2.4M Buy
35,703
+1,216
+4% +$78.9K 0.77% 24
2025
Q2 		$2.16M Sell
34,487
-45
-0.1% -$2.65K 0.81% 25
2025
Q1 		$2.02M Sell
34,532
-298
-0.9% -$18.1K 0.85% 24
2024
Q4 		$2.06M Buy
34,830
+200
+0.6% +$12.2K 0.73% 27
2024
Q3 		$2.05M Sell
34,630
-94
-0.3% -$5.35K 0.72% 29
2024
Q2 		$1.9M Sell
34,724
-91
-0.3% -$4.97K 0.69% 28
2024
Q1 		$1.96M Buy
34,815
+308
+0.9% +$16.2K 0.72% 25
2023
Q4 		$1.78M Buy
34,507
+765
+2% +$36.2K 0.67% 25
2023
Q3 		$1.55M Buy
33,742
+10
+0% +$478 0.77% 25
2023
Q2 		$1.59M Buy
33,732
+335
+1% +$15.2K 0.7% 28
2023
Q1 		$1.5M Sell
33,397
-397
-1% -$18.2K 0.77% 28
2022
Q4 		$1.48M Buy
33,794
+13
+0% +$568 0.85% 29
2022
Q3 		$1.31M Buy
33,781
+359
+1% +$15.4K 0.8% 26
2022
Q2 		$1.37M Buy
33,422
+1,258
+4% +$57K 0.82% 31
2022
Q1 		$1.58M Sell
32,164
-95
-0.3% -$4.74K 0.74% 32
2021
Q4 		$1.67M Buy
+32,259
New +$1.63M 0.69% 30

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

Wealth Effects's RDVY Position: Q1 2026 in Review

Wealth Effects increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.71% in Q1 2026, buying an estimated $17.9K and bringing the position to 35,681 shares worth $2.44M. The position accounts for 0.86% of the portfolio, ranked #21.

Wealth Effects first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.46M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Wealth Effects held 35,681 shares of First Trust Rising Dividend Achievers ETF worth $2.44M as of Q1 2026.
  • Wealth Effects bought 252 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $17.9K.
  • First Trust Rising Dividend Achievers ETF made up 0.86% of Wealth Effects's portfolio in Q1 2026, its #21 holding.
  • Wealth Effects first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's First Trust Rising Dividend Achievers ETF position peaked at $2.46M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.