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

Gateway Wealth Partners’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 		$10.8M Sell
133,659
-115,481
-46% -$8.69M 0.65% 29
2026
Q1 		$17M Buy
249,140
+119,193
+92% +$8.48M 0.66% 30
2025
Q4 		$9.03M Buy
129,947
+15,926
+14% +$1.08M 1% 21
2025
Q3 		$7.67M Buy
114,021
+10,255
+10% +$665K 1.04% 20
2025
Q2 		$6.51M Buy
103,766
+43,510
+72% +$2.56M 1.24% 14
2025
Q1 		$3.53M Buy
60,256
+6,313
+12% +$384K 0.79% 36
2024
Q4 		$3.19M Sell
53,943
-18,221
-25% -$1.11M 0.83% 32
2024
Q3 		$4.27M Sell
72,164
-5,052
-7% -$287K 1.18% 19
2024
Q2 		$4.23M Buy
77,216
+7,098
+10% +$388K 1.28% 17
2024
Q1 		$3.94M Sell
70,118
-1,491
-2% -$78.2K 1.41% 17
2023
Q4 		$3.7M Buy
71,609
+518
+0.7% +$24.5K 1.49% 15
2023
Q3 		$3.27M Buy
71,091
+10,339
+17% +$494K 0.59% 39
2023
Q2 		$2.86M Buy
60,752
+5,833
+11% +$264K 0.51% 42
2023
Q1 		$2.46M Sell
54,919
-5,816
-10% -$267K 0.38% 49
2022
Q4 		$2.67M Buy
+60,735
New +$2.66M 0.46% 39

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

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

Gateway Wealth Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 46% in Q2 2026, selling an estimated $8.69M and leaving 133,659 shares worth $10.8M. The position accounts for 0.65% of the portfolio, ranked #29.

Gateway Wealth Partners first reported a position in RDVY in Q4 2022 and has held it in 15 quarters since. The position peaked at $17M in Q1 2026. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Gateway Wealth Partners held 133,659 shares of First Trust Rising Dividend Achievers ETF worth $10.8M as of Q2 2026.
  • Gateway Wealth Partners sold 115,481 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $8.69M.
  • First Trust Rising Dividend Achievers ETF made up 0.65% of Gateway Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Gateway Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $17M in Q1 2026.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.