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

Avidian Wealth Enterprises’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	$10M	Sell	123,839 -1,259	-1%	-$94.7K	0.28%	62
2026 Q1	$8.54M	Sell	125,098 -8,452	-6%	-$602K	0.27%	63
2025 Q4	$9.28M	Buy	133,550 +3,270	+3%	+$222K	0.34%	50
2025 Q3	$8.76M	Buy	130,280 +2,809	+2%	+$182K	0.33%	48
2025 Q2	$8M	Buy	127,471 +122,471	+2,449%	+$7.2M	0.33%	48
2025 Q1	$293K	Sell	5,000 -637	-11%	-$38.7K	0.01%	424
2024 Q4	$333K	Sell	5,637 -182	-3%	-$11.1K	0.02%	378
2024 Q3	$345K	Sell	5,819 -169	-3%	-$9.61K	0.02%	370
2024 Q2	$328K	Sell	5,988 -11,606	-66%	-$635K	0.01%	373
2024 Q1	$988K	Sell	17,594 -98,681	-85%	-$5.18M	0.05%	164
2023 Q4	$6.01M	Buy	116,275 +1,384	+1%	+$65.4K	0.37%	52
2023 Q3	$5.28M	Sell	114,891 -12,077	-10%	-$577K	0.37%	58
2023 Q2	$5.98M	Buy	126,968 +39,314	+45%	+$1.78M	0.39%	54
2023 Q1	$3.93M	Buy	+87,654	New	+$4.03M	0.22%	93

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

Avidian Wealth Enterprises's RDVY Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1% in Q2 2026, selling an estimated $94.7K and leaving 123,839 shares worth $10M. The position accounts for 0.28% of the portfolio, ranked #62.

Avidian Wealth Enterprises first reported a position in RDVY in Q1 2023 and has held it in 14 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Avidian Wealth Enterprises held 123,839 shares of First Trust Rising Dividend Achievers ETF worth $10M as of Q2 2026.
Avidian Wealth Enterprises sold 1,259 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $94.7K.
First Trust Rising Dividend Achievers ETF made up 0.28% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #62 holding.
Avidian Wealth Enterprises first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2023 and has held it in 14 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.