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

Axxcess 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	$8.34M	Buy	102,856 +73	+0.1%	+$5.49K	0.13%	152
2026 Q1	$7.02M	Buy	102,783 +8,629	+9%	+$614K	0.22%	92
2025 Q4	$6.54M	Buy	94,154 +21,319	+29%	+$1.45M	0.11%	171
2025 Q3	$4.9M	Buy	72,835 +1,456	+2%	+$94.5K	0.1%	160
2025 Q2	$4.48M	Sell	71,379 -7,032	-9%	-$414K	0.1%	158
2025 Q1	$4.59M	Sell	78,411 -2,014	-3%	-$122K	0.12%	143
2024 Q4	$4.76M	Buy	80,425 +405	+0.5%	+$24.7K	0.11%	143
2024 Q3	$4.74M	Buy	80,020 +14,662	+22%	+$834K	0.12%	146
2024 Q2	$3.58M	Buy	65,358 +2,036	+3%	+$111K	0.09%	173
2024 Q1	$3.56M	Sell	63,322 -1,192	-2%	-$62.5K	0.1%	167
2023 Q4	$3.33M	Buy	64,514 +6,497	+11%	+$307K	0.1%	173
2023 Q3	$2.67M	Buy	+58,017	New	+$2.77M	0.09%	164
2022 Q2	–	Sell	-382,023	Closed	-$18.7M	–	635
2022 Q1	$18.7M	Sell	382,023 -20,624	-5%	-$1.03M	1.46%	9
2021 Q4	$20.9M	Buy	+402,647	New	+$20.3M	1.52%	8

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

Axxcess Wealth Management's RDVY Position: Q2 2026 in Review

Axxcess Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.07% in Q2 2026, buying an estimated $5.49K and bringing the position to 102,856 shares worth $8.34M. The position accounts for 0.13% of the portfolio, ranked #152.

Axxcess Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 14 quarters since. The position peaked at $20.9M in Q4 2021. 809 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Axxcess Wealth Management held 102,856 shares of First Trust Rising Dividend Achievers ETF worth $8.34M as of Q2 2026.
Axxcess Wealth Management bought 73 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.49K.
First Trust Rising Dividend Achievers ETF made up 0.13% of Axxcess Wealth Management's portfolio in Q2 2026, its #152 holding.
Axxcess Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 14 quarters since.
Axxcess Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $20.9M in Q4 2021.
809 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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