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

Gen-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 		$19.8K Hold
244
– – 0.01% 501
2026
Q1 		$16.7K Buy
+244
New +$17.4K 0.01% 495

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

Gen-Wealth Partners's RDVY Position: Q2 2026 in Review

Gen-Wealth Partners held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 244 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #501.

Gen-Wealth Partners first reported a position in RDVY in Q1 2026 and has held it in 2 quarters since. 808 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Gen-Wealth Partners held 244 shares of First Trust Rising Dividend Achievers ETF worth $19.8K as of Q2 2026.
  • Gen-Wealth Partners 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 Gen-Wealth Partners's portfolio in Q2 2026, its #501 holding.
  • Gen-Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2026 and has held it in 2 quarters since.
  • 808 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.