Wilmington Savings Fund Society’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Wilmington Savings Fund Society’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	–	Sell	-500	Closed	-$34.7K	–	1473
2025 Q4	$34.7K	Hold	500	–	–	﹤0.01%	959
2025 Q3	$33.6K	Sell	500 -350	-41%	-$22.7K	﹤0.01%	973
2025 Q2	$53.3K	Sell	850 -900	-51%	-$52.9K	﹤0.01%	1216
2025 Q1	$102K	Hold	1,750	–	–	﹤0.01%	995
2024 Q4	$103K	Hold	1,750	–	–	﹤0.01%	1028
2024 Q3	$104K	Buy	+1,750	New	+$99.5K	﹤0.01%	1015

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 $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wilmington Savings Fund Society's RDVY Position: Q1 2026 in Review

Wilmington Savings Fund Society sold out of First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026, closing a stake of 500 shares — an estimated $34.7K sold.

Wilmington Savings Fund Society first reported a position in RDVY in Q3 2024 and held it in 6 quarters. The position peaked at $104K in Q3 2024. 762 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

Wilmington Savings Fund Society reported no remaining First Trust Rising Dividend Achievers ETF position as of Q1 2026 after selling out during the quarter.
Wilmington Savings Fund Society sold 500 First Trust Rising Dividend Achievers ETF shares in Q1 2026, an estimated $34.7K.
Wilmington Savings Fund Society first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and held it in 6 quarters.
Wilmington Savings Fund Society's First Trust Rising Dividend Achievers ETF position peaked at $104K in Q3 2024.
762 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.