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

Alta Wealth Advisors’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	$383K	Sell	4,727 -257	-5%	-$19.3K	0.1%	129
2026 Q1	$340K	Buy	4,984 +136	+3%	+$9.68K	0.11%	136
2025 Q4	$337K	Hold	4,848	–	–	0.11%	125
2025 Q3	$326K	Sell	4,848 -453	-9%	-$29.4K	0.12%	116
2025 Q2	$333K	Sell	5,301 -302	-5%	-$17.8K	0.16%	86
2025 Q1	$328K	Buy	5,603 +236	+4%	+$14.3K	0.15%	108
2024 Q4	$317K	Sell	5,367 -1,072	-17%	-$65.4K	0.14%	113
2024 Q3	$381K	Sell	6,439 -1,135	-15%	-$64.5K	0.17%	96
2024 Q2	$415K	Sell	7,574 -237	-3%	-$13K	0.21%	89
2024 Q1	$439K	Sell	7,811 -1,700	-18%	-$89.2K	0.22%	86
2023 Q4	$491K	Sell	9,511 -102,088	-91%	-$4.83M	0.27%	82
2023 Q3	$5.13M	Sell	111,599 -1,692	-1%	-$80.9K	3.14%	5
2023 Q2	$5.34M	Sell	113,291 -6,517	-5%	-$295K	3.13%	6
2023 Q1	$5.38M	Sell	119,808 -4,273	-3%	-$196K	3.39%	5
2022 Q4	$5.45M	Sell	124,081 -5,499	-4%	-$240K	3.68%	3
2022 Q3	$5.04M	Sell	129,580 -1,630	-1%	-$70.1K	3.6%	2
2022 Q2	$5.37M	Buy	131,210 +8,751	+7%	+$397K	3.72%	1
2022 Q1	$6M	Buy	122,459 +23,315	+24%	+$1.16M	3.56%	1
2021 Q4	$5.13M	Buy	99,144 +87,705	+767%	+$4.42M	3.17%	3
2021 Q3	$543K	Buy	+11,439	New	+$554K	0.39%	90

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

Alta Wealth Advisors's RDVY Position: Q2 2026 in Review

Alta Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.2% in Q2 2026, selling an estimated $19.3K and leaving 4,727 shares worth $383K. The position accounts for 0.1% of the portfolio, ranked #129.

Alta Wealth Advisors first reported a position in RDVY in Q3 2021 and has held it in 20 quarters since. The position peaked at $6M in Q1 2022. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Alta Wealth Advisors held 4,727 shares of First Trust Rising Dividend Achievers ETF worth $383K as of Q2 2026.
Alta Wealth Advisors sold 257 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $19.3K.
First Trust Rising Dividend Achievers ETF made up 0.1% of Alta Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Alta Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
Alta Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $6M in Q1 2022.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.