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

Western Wealth 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 		$24.2M Buy
353,709
+15,055
+4% +$1.07M 0.92% 18
2025
Q4 		$23.5M Buy
338,654
+13,584
+4% +$923K 1.08% 17
2025
Q3 		$21.9M Buy
325,070
+5,194
+2% +$337K 1.15% 18
2025
Q2 		$20.1M Sell
319,876
-4,510
-1% -$265K 1.19% 18
2025
Q1 		$19M Buy
324,386
+3,165
+1% +$192K 1.26% 16
2024
Q4 		$19M Sell
321,221
-13,270
-4% -$810K 1.24% 16
2024
Q3 		$19.8M Sell
334,491
-27,923
-8% -$1.59M 1.13% 15
2024
Q2 		$19.8M Buy
362,414
+3,150
+0.9% +$172K 1.47% 14
2024
Q1 		$20.2M Sell
359,264
-13,187
-4% -$692K 1.57% 13
2023
Q4 		$19.2M Sell
372,451
-10,866
-3% -$514K 1.39% 10
2023
Q3 		$17.6M Buy
383,317
+951
+0.2% +$45.5K 1.49% 7
2023
Q2 		$18M Sell
382,366
-40,058
-9% -$1.81M 1.54% 7
2023
Q1 		$19M Sell
422,424
-13,161
-3% -$605K 1.76% 4
2022
Q4 		$19.1M Sell
435,585
-479,284
-52% -$21M 1.96% 4
2022
Q3 		$35.6M Sell
914,869
-224,582
-20% -$9.66M 2.04% 3
2022
Q2 		$46.6M Sell
1,139,451
-102,822
-8% -$4.66M 2.68% 3
2022
Q1 		$60.9M Buy
1,242,273
+720,563
+138% +$36M 2.95% 3
2021
Q4 		$27M Buy
+521,710
New +$26.3M 2.67% 3
2021
Q2 		$26.1M Buy
543,800
+38,050
+8% +$1.82M 2.69% 3
2021
Q1 		$23M Buy
+505,750
New +$21.6M 3.09% 3
2020
Q1 		– Sell
-86,127
Closed -$3.09M – 414
2019
Q4 		$3.09M Buy
+86,127
New +$2.92M 0.47% 44

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

Western Wealth Management's RDVY Position: Q1 2026 in Review

Western Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.4% in Q1 2026, buying an estimated $1.07M and bringing the position to 353,709 shares worth $24.2M. The position accounts for 0.92% of the portfolio, ranked #18.

Western Wealth Management first reported a position in RDVY in Q4 2019 and has held it in 21 quarters since. The position peaked at $60.9M in Q1 2022. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • Western Wealth Management held 353,709 shares of First Trust Rising Dividend Achievers ETF worth $24.2M as of Q1 2026.
  • Western Wealth Management bought 15,055 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $1.07M.
  • First Trust Rising Dividend Achievers ETF made up 0.92% of Western Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Western Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 21 quarters since.
  • Western Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $60.9M in Q1 2022.
  • 758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.