Greenwich Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Greenwich Wealth Management’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	$721K	Hold	8,891	–	–	0.03%	179
2026 Q1	$607K	Buy	8,891 +1	+0%	+$71	0.02%	188
2025 Q4	$618K	Hold	8,890	–	–	0.03%	184
2025 Q3	$598K	Hold	8,890	–	–	0.03%	187
2025 Q2	$558K	Buy	8,890 +1	+0%	+$59	0.03%	168
2025 Q1	$520K	Buy	8,889 +1	+0%	+$61	0.04%	159
2024 Q4	$526K	Hold	8,888	–	–	0.04%	163
2024 Q3	$526K	Buy	8,888 +851	+11%	+$48.4K	0.04%	167
2024 Q2	$440K	Hold	8,037	–	–	0.03%	170
2024 Q1	$451K	Sell	8,037 -630	-7%	-$33K	0.04%	173
2023 Q4	$448K	Sell	8,667 -227	-3%	-$10.7K	0.04%	165
2023 Q3	$409K	Sell	8,894 -1,792	-17%	-$85.7K	0.04%	160
2023 Q2	$503K	Sell	10,686 -26,159	-71%	-$1.18M	0.05%	154
2023 Q1	$1.65M	Sell	36,845 -7,701	-17%	-$354K	0.18%	79
2022 Q4	$1.96M	Sell	44,546 -2,427	-5%	-$106K	0.22%	71
2022 Q3	$1.83M	Sell	46,973 -26,324	-36%	-$1.13M	0.19%	73
2022 Q2	$3M	Buy	73,297 +1,425	+2%	+$64.6K	0.4%	44
2022 Q1	$3.52M	Buy	71,872 +58,728	+447%	+$2.93M	0.36%	42
2021 Q4	$681K	Buy	+13,144	New	+$663K	0.06%	140

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

Greenwich Wealth Management's RDVY Position: Q2 2026 in Review

Greenwich Wealth Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 8,891 shares worth $721K. The position accounts for 0.03% of the portfolio, ranked #179.

Greenwich Wealth Management first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.52M in Q1 2022. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Greenwich Wealth Management held 8,891 shares of First Trust Rising Dividend Achievers ETF worth $721K as of Q2 2026.
Greenwich Wealth Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.03% of Greenwich Wealth Management's portfolio in Q2 2026, its #179 holding.
Greenwich Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
Greenwich Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $3.52M in Q1 2022.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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