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BOLTON SECURITIES CORPORATION’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.53M Buy
+22,369
New +$1.59M 0.07% 285
2025
Q3 		$768K Buy
+11,415
New +$740K 0.04% 411
2025
Q1 		$588K Buy
+10,045
New +$611K 0.03% 444

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's RDVY Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q1 2026: 22,369 shares worth $1.53M. The stake represents 0.07% of the portfolio and ranks #285 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in RDVY as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in RDVY in Q1 2025 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold RDVY as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 22,369 shares of First Trust Rising Dividend Achievers ETF worth $1.53M as of Q1 2026.
  • First Trust Rising Dividend Achievers ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.07% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #285 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.