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WealthCare Investment Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

WealthCare Investment Partners’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 		$4.96M Buy
71,603
+11,700
+20% +$833K 1.38% 20
2025
Q4 		$4.2M Buy
59,903
+213
+0.4% +$14.5K 1.22% 21
2025
Q3 		$4.01M Buy
59,690
+128
+0.2% +$8.3K 1.3% 19
2025
Q2 		$3.8M Buy
59,562
+161
+0.3% +$9.47K 1.37% 17
2025
Q1 		$3.17M Sell
59,401
-259
-0.4% -$15.7K 1.35% 21
2024
Q4 		$3.52M Buy
59,660
+344
+0.6% +$21K 1.54% 18
2024
Q3 		$3.5M Buy
59,316
+431
+0.7% +$24.5K 1.54% 17
2024
Q2 		$3.22M Sell
58,885
-1,450
-2% -$79.3K 1.5% 17
2024
Q1 		$3.39M Buy
60,335
+147
+0.2% +$7.71K 1.64% 16
2023
Q4 		$3.11M Buy
60,188
+342
+0.6% +$16.2K 1.7% 13
2023
Q3 		$2.72M Buy
59,846
+1,951
+3% +$93.3K 1.66% 16
2023
Q2 		$2.72M Buy
57,895
+924
+2% +$41.8K 1.63% 15
2023
Q1 		$2.56M Sell
56,971
-355
-0.6% -$16.3K 1.55% 16
2022
Q4 		$2.52M Sell
57,326
-142
-0.2% -$6.21K 1.72% 15
2022
Q3 		$2.23M Buy
57,468
+3,907
+7% +$168K 1.85% 11
2022
Q2 		$2.19M Buy
53,561
+4,735
+10% +$215K 1.88% 9
2022
Q1 		$2.33M Buy
48,826
+26,700
+121% +$1.33M 2.08% 9
2021
Q4 		$1.15M Buy
+22,126
New +$1.12M 1.11% 25

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 $79.5B AUM 27.1% 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

WealthCare Investment Partners's RDVY Position: Q1 2026 in Review

WealthCare Investment Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 20% in Q1 2026, buying an estimated $833K and bringing the position to 71,603 shares worth $4.96M. The position accounts for 1.38% of the portfolio, ranked #20.

WealthCare Investment Partners first reported a position in RDVY in Q4 2021 and has held it in 18 quarters since. 761 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • WealthCare Investment Partners held 71,603 shares of First Trust Rising Dividend Achievers ETF worth $4.96M as of Q1 2026.
  • WealthCare Investment Partners bought 11,700 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $833K.
  • First Trust Rising Dividend Achievers ETF made up 1.38% of WealthCare Investment Partners's portfolio in Q1 2026, its #20 holding.
  • WealthCare Investment Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 18 quarters since.
  • 761 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.