Ashton Thomas Private Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ashton Thomas Private 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	$3.78M	Buy	46,693 +3,798	+9%	+$286K	0.08%	252
2026 Q1	$2.93M	Buy	42,895 +5,070	+13%	+$361K	0.07%	283
2025 Q4	$2.63M	Buy	37,825 +3,691	+11%	+$251K	0.06%	283
2025 Q3	$2.3M	Buy	34,134 +7,379	+28%	+$479K	0.06%	301
2025 Q2	$1.68M	Sell	26,755 -854	-3%	-$50.2K	0.06%	312
2025 Q1	$1.62M	Buy	27,609 +7,764	+39%	+$472K	0.06%	292
2024 Q4	$1.17M	Buy	19,845 +3,031	+18%	+$185K	0.05%	358
2024 Q3	$996K	Buy	16,814 +4,035	+32%	+$229K	0.05%	316
2024 Q2	$700K	Buy	12,779 +954	+8%	+$52.2K	0.04%	363
2024 Q1	$664K	Buy	11,825 +3,930	+50%	+$206K	0.04%	369
2023 Q4	$408K	Buy	7,895 +2,503	+46%	+$118K	0.03%	452
2023 Q3	$248K	Buy	+5,392	New	+$258K	0.02%	503

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

Ashton Thomas Private Wealth's RDVY Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 8.9% in Q2 2026, buying an estimated $286K and bringing the position to 46,693 shares worth $3.78M. The position accounts for 0.08% of the portfolio, ranked #252.

Ashton Thomas Private Wealth first reported a position in RDVY in Q3 2023 and has held it in 12 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Ashton Thomas Private Wealth held 46,693 shares of First Trust Rising Dividend Achievers ETF worth $3.78M as of Q2 2026.
Ashton Thomas Private Wealth bought 3,798 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $286K.
First Trust Rising Dividend Achievers ETF made up 0.08% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #252 holding.
Ashton Thomas Private Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2023 and has held it in 12 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.