Aspect Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Aspect Partners’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	$31.1K	Buy	+384	New	+$28.9K	0.01%	167

Other funds holding RDVY

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Aspect Partners's RDVY Position: Q2 2026 in Review

Aspect Partners opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 384 shares worth $31.1K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings.

275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Aspect Partners held 384 shares of First Trust Rising Dividend Achievers ETF worth $31.1K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Aspect Partners position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #167 holding.
275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.