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

Flagship 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	$11.5K	Buy	142 +76	+115%	+$5.72K	﹤0.01%	394
2026 Q1	$4.14K	Sell	66 -76	-54%	-$5.41K	﹤0.01%	320
2025 Q4	$9.87K	Hold	142	–	–	﹤0.01%	328
2025 Q3	$9.55K	Buy	142 +76	+115%	+$4.93K	﹤0.01%	334
2025 Q2	$4.14K	Hold	66	–	–	﹤0.01%	337
2025 Q1	$3.86K	Hold	66	–	–	﹤0.01%	342
2024 Q4	$3.9K	Buy	+66	New	+$4.03K	﹤0.01%	332

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

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

Flagship Wealth Advisors increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 115% in Q2 2026, buying an estimated $5.72K and bringing the position to 142 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Flagship Wealth Advisors first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Flagship Wealth Advisors held 142 shares of First Trust Rising Dividend Achievers ETF worth $11.5K as of Q2 2026.
Flagship Wealth Advisors bought 76 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.72K.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #394 holding.
Flagship Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.