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

Atlas Private 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	$671K	Sell	8,278 -824	-9%	-$62K	0.15%	75
2026 Q1	$622K	Sell	9,102 -248	-3%	-$17.7K	0.15%	75
2025 Q4	$650K	Buy	9,350 +52	+0.6%	+$3.54K	0.15%	71
2025 Q3	$625K	Sell	9,298 -11,010	-54%	-$714K	0.15%	74
2025 Q2	$1.27M	Buy	20,308 +366	+2%	+$21.5K	0.16%	72
2025 Q1	$1.17M	Buy	19,942 +98	+0.5%	+$5.96K	0.16%	75
2024 Q4	$1.17M	Buy	19,844 +1,778	+10%	+$108K	0.17%	67
2024 Q3	$1.07M	Sell	18,066 -268	-1%	-$15.2K	0.16%	64
2024 Q2	$1M	Buy	18,334 +9,354	+104%	+$511K	0.16%	61
2024 Q1	$504K	Sell	8,980 -7,210	-45%	-$378K	0.17%	59
2023 Q4	$837K	Sell	16,190 -2,059	-11%	-$97.3K	0.16%	62
2023 Q3	$839K	Sell	18,249 -871	-5%	-$41.6K	0.16%	81
2023 Q2	$901K	Buy	19,120 +8,920	+87%	+$403K	0.18%	79
2023 Q1	$458K	Buy	10,200 +126	+1%	+$5.79K	0.21%	81
2022 Q4	$442K	Buy	10,074 +854	+9%	+$37.3K	0.24%	81
2022 Q3	$358K	Buy	9,220 +1,085	+13%	+$46.7K	0.22%	90
2022 Q2	$333K	Buy	8,135 +2,172	+36%	+$98.5K	0.2%	99
2022 Q1	$292K	Buy	+5,963	New	+$298K	0.13%	112
2021 Q4	–	Sell	-426	Closed	-$20K	–	578
2021 Q3	$20K	Buy	+426	New	+$20.6K	0.01%	357

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 22.9% 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

Atlas Private Wealth Advisors's RDVY Position: Q2 2026 in Review

Atlas Private Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.1% in Q2 2026, selling an estimated $62K and leaving 8,278 shares worth $671K. The position accounts for 0.15% of the portfolio, ranked #75.

Atlas Private Wealth Advisors first reported a position in RDVY in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q2 2025. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Atlas Private Wealth Advisors held 8,278 shares of First Trust Rising Dividend Achievers ETF worth $671K as of Q2 2026.
Atlas Private Wealth Advisors sold 824 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $62K.
First Trust Rising Dividend Achievers ETF made up 0.15% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Atlas Private Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 19 quarters since.
Atlas Private Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $1.27M in Q2 2025.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.