Wills Financial Group’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wills Financial Group’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	$1.17M	Buy	15,854 +222	+1%	+$15.8K	0.44%	45
2025 Q4	$1.09M	Buy	15,632 +4,938	+46%	+$336K	0.42%	45
2025 Q3	$719K	Buy	10,694 +885	+9%	+$57.4K	0.3%	43
2025 Q2	$615K	Buy	9,809 +529	+6%	+$31.1K	0.27%	46
2025 Q1	$543K	Buy	9,280 +945	+11%	+$57.4K	0.24%	48
2024 Q4	$493K	Buy	8,335 +3,791	+83%	+$231K	0.21%	49
2024 Q3	$269K	Buy	4,544 +213	+5%	+$12.1K	0.11%	59
2024 Q2	$237K	Buy	4,331 +422	+11%	+$23.1K	0.11%	60
2024 Q1	$220K	Buy	+3,909	New	+$205K	0.1%	59

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

Wills Financial Group's RDVY Position: Q1 2026 in Review

Wills Financial Group increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.4% in Q1 2026, buying an estimated $15.8K and bringing the position to 15,854 shares worth $1.17M. The position accounts for 0.44% of the portfolio, ranked #45.

Wills Financial Group first reported a position in RDVY in Q1 2024 and has held it in 9 quarters since. 758 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Wills Financial Group held 15,854 shares of First Trust Rising Dividend Achievers ETF worth $1.17M as of Q1 2026.
Wills Financial Group bought 222 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $15.8K.
First Trust Rising Dividend Achievers ETF made up 0.44% of Wills Financial Group's portfolio in Q1 2026, its #45 holding.
Wills Financial Group first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 9 quarters since.
758 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.