Fourth Dimension Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Fourth Dimension 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	$1.46K	Hold	18	–	–	﹤0.01%	625
2026 Q1	$1.23K	Hold	18	–	–	﹤0.01%	542
2025 Q4	$1.25K	Hold	18	–	–	﹤0.01%	548
2025 Q3	$1.21K	Hold	18	–	–	﹤0.01%	541
2025 Q2	$1.13K	Hold	18	–	–	﹤0.01%	549
2025 Q1	$1.05K	Hold	18	–	–	﹤0.01%	569
2024 Q4	$1.06K	Buy	+18	New	+$1.1K	﹤0.01%	573

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

Fourth Dimension Wealth's RDVY Position: Q2 2026 in Review

Fourth Dimension Wealth held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 18 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Fourth Dimension Wealth first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Fourth Dimension Wealth held 18 shares of First Trust Rising Dividend Achievers ETF worth $1.46K as of Q2 2026.
Fourth Dimension Wealth left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #625 holding.
Fourth Dimension Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.