Ergawealth Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ergawealth Advisors’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	$5.06M	Sell	62,474 -1,707	-3%	-$128K	1.97%	9
2026 Q1	$4.38M	Sell	64,181 -805	-1%	-$57.3K	1.94%	9
2025 Q4	$4.51M	Sell	64,986 -108,838	-63%	-$7.4M	2.08%	9
2025 Q3	$11.7M	Sell	173,824 -97,766	-36%	-$6.34M	5.45%	4
2025 Q2	$17M	Buy	271,590 +14,279	+6%	+$840K	7.67%	3
2025 Q1	$15.1M	Buy	257,311 +2,300	+0.9%	+$140K	7.46%	5
2024 Q4	$15.1M	Sell	255,011 -1,326	-0.5%	-$80.9K	7.45%	5
2024 Q3	$15.2M	Sell	256,337 -3,747	-1%	-$213K	7.53%	5
2024 Q2	$14.2M	Buy	260,084 +8,135	+3%	+$445K	7.75%	5
2024 Q1	$14.2M	Buy	251,949 +32,845	+15%	+$1.72M	7.76%	5
2023 Q4	$11.3M	Buy	219,104 +33,833	+18%	+$1.6M	6.96%	5
2023 Q3	$8.51M	Buy	185,271 +44,018	+31%	+$2.1M	5.88%	5
2023 Q2	$6.65M	Buy	141,253 +20,878	+17%	+$944K	4.56%	8
2023 Q1	$5.4M	Sell	120,375 -42,565	-26%	-$1.96M	4.4%	9
2022 Q4	$7.16M	Buy	+162,940	New	+$7.12M	6.48%	5

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

Ergawealth Advisors's RDVY Position: Q2 2026 in Review

Ergawealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.7% in Q2 2026, selling an estimated $128K and leaving 62,474 shares worth $5.06M. The position accounts for 1.97% of the portfolio, ranked #9.

Ergawealth Advisors first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $17M in Q2 2025. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Ergawealth Advisors held 62,474 shares of First Trust Rising Dividend Achievers ETF worth $5.06M as of Q2 2026.
Ergawealth Advisors sold 1,707 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $128K.
First Trust Rising Dividend Achievers ETF made up 1.97% of Ergawealth Advisors's portfolio in Q2 2026, its #9 holding.
Ergawealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
Ergawealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $17M in Q2 2025.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.