Fee-Only Financial Planning’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Fee-Only Financial Planning’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	$335K	Hold	4,135	–	–	0.18%	31
2026 Q1	$282K	Hold	4,135	–	–	0.17%	35
2025 Q4	$287K	Hold	4,135	–	–	0.17%	35
2025 Q3	$278K	Sell	4,135 -100	-2%	-$6.49K	0.16%	35
2025 Q2	$266K	Hold	4,235	–	–	0.16%	35
2025 Q1	$248K	Sell	4,235 -200	-5%	-$12.2K	0.17%	37
2024 Q4	$262K	Sell	4,435 -200	-4%	-$12.2K	0.17%	36
2024 Q3	$274K	Sell	4,635 -300	-6%	-$17.1K	0.18%	36
2024 Q2	$270K	Sell	4,935 -200	-4%	-$10.9K	0.18%	35
2024 Q1	$288K	Sell	5,135 -630	-11%	-$33K	0.19%	35
2023 Q4	$298K	Sell	5,765 -100	-2%	-$4.73K	0.22%	32
2023 Q3	$269K	Hold	5,865	–	–	0.22%	34
2023 Q2	$276K	Hold	5,865	–	–	0.21%	36
2023 Q1	$263K	Sell	5,865 -300	-5%	-$13.8K	0.21%	35
2022 Q4	$271K	Buy	+6,165	New	+$270K	0.23%	36

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

Fee-Only Financial Planning's RDVY Position: Q2 2026 in Review

Fee-Only Financial Planning held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 4,135 shares worth $335K. The position accounts for 0.18% of the portfolio, ranked #31.

Fee-Only Financial Planning first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Fee-Only Financial Planning held 4,135 shares of First Trust Rising Dividend Achievers ETF worth $335K as of Q2 2026.
Fee-Only Financial Planning left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.18% of Fee-Only Financial Planning's portfolio in Q2 2026, its #31 holding.
Fee-Only Financial Planning first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.