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Wedbush Securities’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wedbush Securities’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 		$5.25M Buy
76,914
+5,309
+7% +$378K 0.15% 99
2025
Q4 		$4.97M Buy
71,605
+6,559
+10% +$446K 0.15% 101
2025
Q3 		$4.38M Sell
65,046
-7,434
-10% -$482K 0.14% 104
2025
Q2 		$4.55M Sell
72,480
-19,167
-21% -$1.13M 0.16% 95
2025
Q1 		$5.37M Buy
91,647
+1,175
+1% +$71.4K 0.2% 79
2024
Q4 		$5.35M Sell
90,472
-2,010
-2% -$123K 0.19% 78
2024
Q3 		$5.48M Buy
92,482
+8,081
+10% +$460K 0.2% 75
2024
Q2 		$4.62M Buy
84,401
+8,672
+11% +$474K 0.17% 91
2024
Q1 		$4.25M Buy
75,729
+35,165
+87% +$1.84M 0.16% 99
2023
Q4 		$2.1M Sell
40,564
-1,627
-4% -$76.9K 0.09% 162
2023
Q3 		$1.94M Sell
42,191
-491
-1% -$23.5K 0.1% 159
2023
Q2 		$2.01M Sell
42,682
-5,298
-11% -$240K 0.1% 157
2023
Q1 		$2.15M Sell
47,980
-1,774
-4% -$81.5K 0.11% 149
2022
Q4 		$2.19M Buy
49,754
+327
+0.7% +$14.3K 0.12% 134
2022
Q3 		$1.92M Buy
49,427
+1,840
+4% +$79.1K 0.11% 145
2022
Q2 		$1.95M Buy
47,587
+4,243
+10% +$192K 0.11% 150
2022
Q1 		$2.12M Buy
43,344
+7,188
+20% +$359K 0.1% 167
2021
Q4 		$1.87M Buy
36,156
+8,836
+32% +$446K 0.08% 198
2021
Q3 		$1.3M Buy
27,320
+7,378
+37% +$357K 0.06% 294
2021
Q2 		$958K Buy
19,942
+13,701
+220% +$656K 0.05% 378
2021
Q1 		$284K Buy
+6,241
New +$266K 0.02% 842

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

Wedbush Securities's RDVY Position: Q1 2026 in Review

Wedbush Securities increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 7.4% in Q1 2026, buying an estimated $378K and bringing the position to 76,914 shares worth $5.25M. The position accounts for 0.15% of the portfolio, ranked #99.

Wedbush Securities first reported a position in RDVY in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.48M in Q3 2024. 759 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Wedbush Securities held 76,914 shares of First Trust Rising Dividend Achievers ETF worth $5.25M as of Q1 2026.
  • Wedbush Securities bought 5,309 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $378K.
  • First Trust Rising Dividend Achievers ETF made up 0.15% of Wedbush Securities's portfolio in Q1 2026, its #99 holding.
  • Wedbush Securities first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 21 quarters since.
  • Wedbush Securities's First Trust Rising Dividend Achievers ETF position peaked at $5.48M in Q3 2024.
  • 759 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.