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

EPG 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 		$27.3K Hold
336
– – 0.01% 252
2026
Q1 		$22.9K Buy
336
+29
+9% +$2.06K 0.01% 256
2025
Q4 		$21.3K Buy
307
+30
+11% +$2.04K 0.01% 256
2025
Q3 		$18.6K Buy
277
+1
+0.4% +$65 0.01% 259
2025
Q2 		$17.3K Sell
276
-25,235
-99% -$1.48M 0.01% 255
2025
Q1 		$1.49M Sell
25,511
-10,944
-30% -$665K 0.42% 69
2024
Q4 		$2.16M Sell
36,455
-2,445
-6% -$149K 0.57% 38
2024
Q3 		$2.3M Buy
+38,900
New +$2.21M 0.58% 37
2024
Q2 		– Sell
-40,889
Closed -$2.24M – 42
2024
Q1 		$2.3M Buy
40,889
+3,588
+10% +$188K 0.56% 38
2023
Q4 		$1.89M Sell
37,301
-2,951
-7% -$139K 0.5% 49
2023
Q3 		$1.85M Buy
40,252
+1,558
+4% +$74.5K 0.56% 37
2023
Q2 		$1.82M Sell
38,694
-315
-0.8% -$14.2K 0.54% 42
2023
Q1 		$1.75M Buy
39,009
+1,041
+3% +$47.8K 0.55% 41
2022
Q4 		$1.67M Buy
37,968
+2,083
+6% +$91.1K 0.63% 32
2022
Q3 		$1.4M Sell
35,885
-1,858
-5% -$79.9K 0.57% 33
2022
Q2 		$1.54M Buy
37,743
+717
+2% +$32.5K 0.66% 32
2022
Q1 		$1.81M Buy
37,026
+4,295
+13% +$214K 0.63% 36
2021
Q4 		$1.7M Buy
32,731
+12,142
+59% +$612K 0.6% 34
2021
Q3 		$977K Buy
20,589
+1,918
+10% +$92.9K 0.39% 56
2021
Q2 		$897K Buy
18,671
+5,740
+44% +$275K 0.38% 59
2021
Q1 		$588K Buy
12,931
+1,827
+16% +$77.9K 0.29% 80
2020
Q4 		$443K Sell
11,104
-3,095
-22% -$113K 0.27% 88
2020
Q3 		$465K Sell
14,199
-5,215
-27% -$169K 0.34% 67
2020
Q2 		$599K Sell
19,414
-917
-5% -$26.7K 0.42% 57
2020
Q1 		$521K Buy
+20,331
New +$660K 0.38% 57

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

EPG Wealth Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 336 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #252.

EPG Wealth Management first reported a position in RDVY in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.3M in Q3 2024. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • EPG Wealth Management held 336 shares of First Trust Rising Dividend Achievers ETF worth $27.3K as of Q2 2026.
  • EPG Wealth Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #252 holding.
  • EPG Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2020 and has held it in 25 quarters since.
  • EPG Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $2.3M in Q3 2024.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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