WealthBridge Capital Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

WealthBridge Capital Management’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	$671K	Sell	9,834 -20,016	-67%	-$1.42M	0.15%	101
2025 Q4	$2.07M	Buy	29,850 +1,768	+6%	+$120K	0.47%	45
2025 Q3	$1.89M	Sell	28,082 -295	-1%	-$19.1K	0.44%	48
2025 Q2	$1.78M	Buy	28,377 +2,147	+8%	+$126K	0.45%	48
2025 Q1	$1.54M	Buy	26,230 +18,952	+260%	+$1.15M	0.43%	51
2024 Q4	$430K	Buy	7,278 +35	+0.5%	+$2.13K	0.12%	121
2024 Q3	$429K	Buy	7,243 +73	+1%	+$4.15K	0.12%	121
2024 Q2	$393K	Buy	7,170 +34	+0.5%	+$1.86K	0.13%	112
2024 Q1	$401K	Buy	7,136 +3,154	+79%	+$165K	0.14%	111
2023 Q4	$206K	Buy	+3,982	New	+$188K	0.08%	169
2022 Q2	–	Sell	-4,952	Closed	-$243K	–	212
2022 Q1	$243K	Sell	4,952 -4,009	-45%	-$200K	0.09%	162
2021 Q4	$464K	Sell	8,961 -11,424	-56%	-$576K	0.17%	105
2021 Q3	$968K	Sell	20,385 -2,846	-12%	-$138K	0.36%	56
2021 Q2	$1.12M	Buy	+23,231	New	+$1.11M	0.41%	53

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

WealthBridge Capital Management's RDVY Position: Q1 2026 in Review

WealthBridge Capital Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 67% in Q1 2026, selling an estimated $1.42M and leaving 9,834 shares worth $671K. The position accounts for 0.15% of the portfolio, ranked #101.

WealthBridge Capital Management first reported a position in RDVY in Q2 2021 and has held it in 14 quarters since. The position peaked at $2.07M in Q4 2025. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

WealthBridge Capital Management held 9,834 shares of First Trust Rising Dividend Achievers ETF worth $671K as of Q1 2026.
WealthBridge Capital Management sold 20,016 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.42M.
First Trust Rising Dividend Achievers ETF made up 0.15% of WealthBridge Capital Management's portfolio in Q1 2026, its #101 holding.
WealthBridge Capital Management first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 14 quarters since.
WealthBridge Capital Management's First Trust Rising Dividend Achievers ETF position peaked at $2.07M in Q4 2025.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.