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

Atlas 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 		$3.16M Sell
39,020
-1
-0% -$75 0.45% 61
2026
Q1 		$2.66M Sell
39,021
-565
-1% -$40.2K 0.8% 41
2025
Q4 		$2.75M Buy
39,586
+3,694
+10% +$251K 0.84% 38
2025
Q3 		$2.41M Buy
35,892
+3,312
+10% +$215K 0.78% 40
2025
Q2 		$2.06M Sell
32,580
-2,251
-6% -$132K 0.75% 35
2025
Q1 		$2.04M Buy
34,831
+7,503
+27% +$456K 0.8% 31
2024
Q4 		$1.62M Buy
27,328
+6,520
+31% +$398K 0.61% 34
2024
Q3 		$1.23M Buy
20,808
+9,944
+92% +$566K 0.53% 31
2024
Q2 		$596K Buy
10,864
+6,050
+126% +$331K 0.07% 128
2024
Q1 		$270K Buy
+4,814
New +$253K 0.13% 67
2023
Q1 		– Sell
-5,535
Closed -$243K – 238
2022
Q4 		$243K Buy
+5,535
New +$242K 0.07% 107

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Wealth's RDVY Position: Q2 2026 in Review

Atlas Wealth reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0% in Q2 2026, selling an estimated $75 and leaving 39,020 shares worth $3.16M. The position accounts for 0.45% of the portfolio, ranked #61.

Atlas Wealth first reported a position in RDVY in Q4 2022 and has held it in 11 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Atlas Wealth held 39,020 shares of First Trust Rising Dividend Achievers ETF worth $3.16M as of Q2 2026.
  • Atlas Wealth sold 1 First Trust Rising Dividend Achievers ETF share in Q2 2026, an estimated $75.
  • First Trust Rising Dividend Achievers ETF made up 0.45% of Atlas Wealth's portfolio in Q2 2026, its #61 holding.
  • Atlas Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 11 quarters since.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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