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

Wealth Watch 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	$746K	Sell	10,923 -2,033	-16%	-$145K	0.31%	54
2025 Q4	$900K	Buy	12,956 +5,216	+67%	+$355K	0.33%	51
2025 Q3	$521K	Sell	7,740 -2,544	-25%	-$165K	0.21%	57
2025 Q2	$645K	Buy	10,284 +1,215	+13%	+$71.5K	0.37%	41
2025 Q1	$531K	Buy	9,069 +1,600	+21%	+$97.3K	0.43%	37
2024 Q4	$442K	Buy	+7,469	New	+$456K	0.27%	49

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

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

Wealth Watch Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 16% in Q1 2026, selling an estimated $145K and leaving 10,923 shares worth $746K. The position accounts for 0.31% of the portfolio, ranked #54.

Wealth Watch Advisors first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $900K in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Wealth Watch Advisors held 10,923 shares of First Trust Rising Dividend Achievers ETF worth $746K as of Q1 2026.
Wealth Watch Advisors sold 2,033 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $145K.
First Trust Rising Dividend Achievers ETF made up 0.31% of Wealth Watch Advisors's portfolio in Q1 2026, its #54 holding.
Wealth Watch Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
Wealth Watch Advisors's First Trust Rising Dividend Achievers ETF position peaked at $900K in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

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