Focus Partners Wealth
RDVY icon

Focus Partners Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Focus Partners Wealth’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 		$4.18M Buy
51,604
+921
+2% +$69.3K ﹤0.01% 1041
2026
Q1 		$3.46M Buy
50,683
+5,129
+11% +$365K ﹤0.01% 1077
2025
Q4 		$3.16M Buy
45,554
+3,887
+9% +$264K ﹤0.01% 1137
2025
Q3 		$2.8M Buy
41,667
+684
+2% +$44.4K ﹤0.01% 916
2025
Q2 		$2.57M Sell
40,983
-1,008
-2% -$59.3K 0.01% 840
2025
Q1 		$2.46M Sell
41,991
-4,816
-10% -$293K 0.01% 801
2024
Q4 		$2.77M Buy
46,807
+3,796
+9% +$232K 0.01% 764
2024
Q3 		$2.58M Sell
43,011
-3,507
-8% -$199K 0.01% 721
2024
Q2 		$2.55M Buy
46,518
+41,830
+892% +$2.29M 0.01% 616
2024
Q1 		$263K Buy
+4,688
New +$246K ﹤0.01% 874

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

Focus Partners Wealth's RDVY Position: Q2 2026 in Review

Focus Partners Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.8% in Q2 2026, buying an estimated $69.3K and bringing the position to 51,604 shares worth $4.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Focus Partners Wealth first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Focus Partners Wealth held 51,604 shares of First Trust Rising Dividend Achievers ETF worth $4.18M as of Q2 2026.
  • Focus Partners Wealth bought 921 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $69.3K.
  • First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1041 holding.
  • Focus Partners Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.