1776 Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

1776 Wealth’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 Q2	$1.28M	Buy	15,818 +1,947	+14%	+$146K	0.45%	42
2026 Q1	$947K	Buy	13,871 +145	+1%	+$10.3K	0.37%	51
2025 Q4	$954K	Buy	13,726 +8,245	+150%	+$560K	0.36%	49
2025 Q3	$369K	Sell	5,481 -1,220	-18%	-$79.1K	0.14%	99
2025 Q2	$420K	Sell	6,701 -75	-1%	-$4.41K	0.17%	101
2025 Q1	$397K	Hold	6,776	–	–	0.18%	99
2024 Q4	$401K	Sell	6,776 -9	-0.1%	-$549	0.18%	96
2024 Q3	$402K	Sell	6,785 -604	-8%	-$34.3K	0.18%	104
2024 Q2	$405K	Sell	7,389 -851	-10%	-$46.5K	0.18%	105
2024 Q1	$463K	Sell	8,240 -6	-0.1%	-$315	0.22%	84
2023 Q4	$426K	Hold	8,246	–	–	0.21%	85
2023 Q3	$379K	Hold	8,246	–	–	0.2%	86
2023 Q2	$388K	Buy	8,246 +1,375	+20%	+$62.2K	0.2%	91
2023 Q1	$308K	Hold	6,871	–	–	0.19%	91
2022 Q4	$302K	Buy	+6,871	New	+$300K	0.22%	94
2022 Q3	–	Sell	-5,026	Closed	-$206K	–	115
2022 Q2	$206K	Hold	5,026	–	–	0.14%	116
2022 Q1	$246K	Buy	+5,026	New	+$251K	0.14%	107
2020 Q3	–	Sell	-427	Closed	-$13K	–	266
2020 Q2	$13K	Sell	427 -3	-0.7%	-$87	0.01%	271
2020 Q1	$11K	Sell	430 -10	-2%	-$325	0.01%	265
2019 Q4	$15K	Buy	+440	New	+$14.9K	0.01%	252

Other funds holding RDVY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1776 Wealth's RDVY Position: Q2 2026 in Review

1776 Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 14% in Q2 2026, buying an estimated $146K and bringing the position to 15,818 shares worth $1.28M. The position accounts for 0.45% of the portfolio, ranked #42.

1776 Wealth first reported a position in RDVY in Q4 2019 and has held it in 20 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

1776 Wealth held 15,818 shares of First Trust Rising Dividend Achievers ETF worth $1.28M as of Q2 2026.
1776 Wealth bought 1,947 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $146K.
First Trust Rising Dividend Achievers ETF made up 0.45% of 1776 Wealth's portfolio in Q2 2026, its #42 holding.
1776 Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 20 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.