Coston McIsaac & Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Coston McIsaac & Partners’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	$185K	Buy	2,287 +1	+0%	+$75	0.04%	166
2026 Q1	$156K	Hold	2,286	–	–	0.04%	175
2025 Q4	$158K	Buy	2,286 +1	+0%	+$68	0.04%	168
2025 Q3	$153K	Buy	2,285 +223	+11%	+$14.5K	0.04%	175
2025 Q2	$129K	Hold	2,062	–	–	0.03%	182
2025 Q1	$120K	Hold	2,062	–	–	0.04%	171
2024 Q4	$121K	Hold	2,062	–	–	0.04%	170
2024 Q3	$122K	Hold	2,062	–	–	0.03%	169
2024 Q2	$112K	Hold	2,062	–	–	0.04%	167
2024 Q1	$115K	Hold	2,062	–	–	0.04%	168
2023 Q4	$106K	Hold	2,062	–	–	0.04%	169
2023 Q3	$94K	Hold	2,062	–	–	0.04%	174
2023 Q2	$97K	Hold	2,062	–	–	0.03%	180
2023 Q1	$92K	Hold	2,062	–	–	0.03%	181
2022 Q4	$90K	Hold	2,062	–	–	0.04%	182
2022 Q3	$80K	Hold	2,062	–	–	0.04%	164
2022 Q2	$84K	Buy	+2,062	New	+$93.5K	0.05%	103

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

Coston McIsaac & Partners's RDVY Position: Q2 2026 in Review

Coston McIsaac & Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.04% in Q2 2026, buying an estimated $75 and bringing the position to 2,287 shares worth $185K. The position accounts for 0.04% of the portfolio, ranked #166.

Coston McIsaac & Partners first reported a position in RDVY in Q2 2022 and has held it in 17 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Coston McIsaac & Partners held 2,287 shares of First Trust Rising Dividend Achievers ETF worth $185K as of Q2 2026.
Coston McIsaac & Partners bought 1 First Trust Rising Dividend Achievers ETF share in Q2 2026, an estimated $75.
First Trust Rising Dividend Achievers ETF made up 0.04% of Coston McIsaac & Partners's portfolio in Q2 2026, its #166 holding.
Coston McIsaac & Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2022 and has held it in 17 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.