Atlantic Edge Private Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Atlantic Edge Private Wealth Management’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	$54.6K	Hold	674	–	–	0.01%	248
2026 Q1	$46K	Hold	674	–	–	0.01%	244
2025 Q4	$46.8K	Hold	674	–	–	0.01%	227
2025 Q3	$45.3K	Hold	674	–	–	0.01%	228
2025 Q2	$42.3K	Hold	674	–	–	0.01%	225
2025 Q1	$39.5K	Buy	674 +466	+224%	+$28.3K	0.01%	219
2024 Q4	$12.3K	Hold	208	–	–	﹤0.01%	315
2024 Q3	$12.3K	Hold	208	–	–	﹤0.01%	321
2024 Q2	$11.4K	Hold	208	–	–	﹤0.01%	304
2024 Q1	$11.7K	Hold	208	–	–	﹤0.01%	296
2023 Q4	$10.7K	Buy	+208	New	+$9.83K	﹤0.01%	290

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

Atlantic Edge Private Wealth Management's RDVY Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 674 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #248.

Atlantic Edge Private Wealth Management first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Atlantic Edge Private Wealth Management held 674 shares of First Trust Rising Dividend Achievers ETF worth $54.6K as of Q2 2026.
Atlantic Edge Private Wealth Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #248 holding.
Atlantic Edge Private Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.