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

Element 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	$1.82M	Sell	22,443 -2,354	-9%	-$177K	0.68%	32
2026 Q1	$1.69M	Buy	24,797 +12,441	+101%	+$886K	0.7%	34
2025 Q4	$858K	Buy	12,356 +2,722	+28%	+$185K	0.35%	71
2025 Q3	$648K	Buy	9,634 +2,442	+34%	+$158K	0.28%	81
2025 Q2	$451K	Buy	7,192 +1,559	+28%	+$91.7K	0.21%	95
2025 Q1	$330K	Buy	5,633 +263	+5%	+$16K	0.18%	106
2024 Q4	$318K	Buy	5,370 +1,207	+29%	+$73.6K	0.17%	108
2024 Q3	$246K	Sell	4,163 -13	-0.3%	-$739	0.13%	126
2024 Q2	$229K	Buy	4,176 +622	+18%	+$34K	0.13%	128
2024 Q1	$200K	Buy	3,554 +262	+8%	+$13.7K	0.12%	139
2023 Q4	$170K	Buy	3,292 +597	+22%	+$28.2K	0.11%	138
2023 Q3	$124K	Buy	2,695 +1	+0%	+$48	0.09%	138
2023 Q2	$127K	Buy	2,694 +250	+10%	+$11.3K	0.09%	140
2023 Q1	$110K	Sell	2,444 -524	-18%	-$24.1K	0.08%	137
2022 Q4	$130K	Buy	2,968 +71	+2%	+$3.1K	0.11%	124
2022 Q3	$113K	Buy	2,897 +801	+38%	+$34.4K	0.1%	119
2022 Q2	$86K	Buy	2,096 +60	+3%	+$2.72K	0.09%	128
2022 Q1	$100K	Buy	2,036 +864	+74%	+$43.1K	0.08%	136
2021 Q4	$61K	Buy	1,172 +442	+61%	+$22.3K	0.05%	134
2021 Q3	$35K	Buy	+730	New	+$35.4K	0.03%	141

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

Element Wealth's RDVY Position: Q2 2026 in Review

Element Wealth reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 9.5% in Q2 2026, selling an estimated $177K and leaving 22,443 shares worth $1.82M. The position accounts for 0.68% of the portfolio, ranked #32.

Element Wealth first reported a position in RDVY in Q3 2021 and has held it in 20 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Element Wealth held 22,443 shares of First Trust Rising Dividend Achievers ETF worth $1.82M as of Q2 2026.
Element Wealth sold 2,354 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $177K.
First Trust Rising Dividend Achievers ETF made up 0.68% of Element Wealth's portfolio in Q2 2026, its #32 holding.
Element Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.