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

Cyndeo Wealth 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	$691K	Buy	8,525 +1,157	+16%	+$87K	0.03%	305
2026 Q1	$503K	Sell	7,368 -305	-4%	-$21.7K	0.03%	325
2025 Q4	$533K	Sell	7,673 -329	-4%	-$22.4K	0.03%	309
2025 Q3	$538K	Buy	8,002 +280	+4%	+$18.2K	0.03%	296
2025 Q2	$485K	Sell	7,722 -37	-0.5%	-$2.18K	0.03%	313
2025 Q1	$454K	Buy	7,759 +162	+2%	+$9.85K	0.03%	314
2024 Q4	$449K	Buy	7,597 +1,287	+20%	+$78.5K	0.03%	311
2024 Q3	$374K	Buy	6,310 +1,194	+23%	+$67.9K	0.03%	336
2024 Q2	$280K	Sell	5,116 -56,066	-92%	-$3.07M	0.02%	342
2024 Q1	$3.44M	Buy	61,182 +38,140	+166%	+$2M	0.29%	105
2023 Q4	$1.19M	Buy	+23,042	New	+$1.09M	0.11%	176

Other funds holding RDVY

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cyndeo Wealth Partners's RDVY Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 16% in Q2 2026, buying an estimated $87K and bringing the position to 8,525 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #305.

Cyndeo Wealth Partners first reported a position in RDVY in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.44M in Q1 2024. 176 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Cyndeo Wealth Partners held 8,525 shares of First Trust Rising Dividend Achievers ETF worth $691K as of Q2 2026.
Cyndeo Wealth Partners bought 1,157 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $87K.
First Trust Rising Dividend Achievers ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #305 holding.
Cyndeo Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2023 and has held it in 11 quarters since.
Cyndeo Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $3.44M in Q1 2024.
176 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.