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

Exit Wealth 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	$727K	Sell	8,971 -2,776	-24%	-$209K	0.33%	79
2026 Q1	$802K	Buy	11,747 +3,904	+50%	+$278K	0.41%	45
2025 Q4	$545K	Buy	7,843 +568	+8%	+$38.6K	0.32%	65
2025 Q3	$489K	Buy	+7,275	New	+$472K	0.33%	69

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

Exit Wealth Advisors's RDVY Position: Q2 2026 in Review

Exit Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 24% in Q2 2026, selling an estimated $209K and leaving 8,971 shares worth $727K. The position accounts for 0.33% of the portfolio, ranked #79.

Exit Wealth Advisors first reported a position in RDVY in Q3 2025 and has held it in 4 quarters since. The position peaked at $802K in Q1 2026. 811 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Exit Wealth Advisors held 8,971 shares of First Trust Rising Dividend Achievers ETF worth $727K as of Q2 2026.
Exit Wealth Advisors sold 2,776 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $209K.
First Trust Rising Dividend Achievers ETF made up 0.33% of Exit Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Exit Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2025 and has held it in 4 quarters since.
Exit Wealth Advisors's First Trust Rising Dividend Achievers ETF position peaked at $802K in Q1 2026.
811 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.