Gentry Private Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Gentry Private 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	$718K	Buy	8,860 +138	+2%	+$10.4K	0.37%	42
2026 Q1	$596K	Buy	8,722 +352	+4%	+$25.1K	0.36%	41
2025 Q4	$581K	Buy	8,370 +4,641	+124%	+$315K	0.37%	36
2025 Q3	$251K	Sell	3,729 -174	-4%	-$11.3K	0.17%	82
2025 Q2	$245K	Buy	3,903 +7	+0.2%	+$412	0.19%	81
2025 Q1	$228K	Hold	3,896	–	–	0.19%	82
2024 Q4	$230K	Buy	3,896 +350	+10%	+$21.4K	0.96%	29
2024 Q3	$210K	Buy	+3,546	New	+$202K	0.17%	83

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

Gentry Private Wealth's RDVY Position: Q2 2026 in Review

Gentry Private Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.6% in Q2 2026, buying an estimated $10.4K and bringing the position to 8,860 shares worth $718K. The position accounts for 0.37% of the portfolio, ranked #42.

Gentry Private Wealth first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Gentry Private Wealth held 8,860 shares of First Trust Rising Dividend Achievers ETF worth $718K as of Q2 2026.
Gentry Private Wealth bought 138 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $10.4K.
First Trust Rising Dividend Achievers ETF made up 0.37% of Gentry Private Wealth's portfolio in Q2 2026, its #42 holding.
Gentry Private Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.