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Holistic Financial Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Holistic Financial 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 		$2.41M Sell
29,758
-30,700
-51% -$2.31M 1.47% 19
2026
Q1 		$4.13M Buy
60,458
+16,293
+37% +$1.16M 1.53% 16
2025
Q4 		$3.07M Buy
+44,165
New +$3M 1.11% 21

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

Holistic Financial Partners's RDVY Position: Q2 2026 in Review

Holistic Financial Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 51% in Q2 2026, selling an estimated $2.31M and leaving 29,758 shares worth $2.41M. The position accounts for 1.47% of the portfolio, ranked #19.

Holistic Financial Partners first reported a position in RDVY in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.13M in Q1 2026. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Holistic Financial Partners held 29,758 shares of First Trust Rising Dividend Achievers ETF worth $2.41M as of Q2 2026.
  • Holistic Financial Partners sold 30,700 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.31M.
  • First Trust Rising Dividend Achievers ETF made up 1.47% of Holistic Financial Partners's portfolio in Q2 2026, its #19 holding.
  • Holistic Financial Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2025 and has held it in 3 quarters since.
  • Holistic Financial Partners's First Trust Rising Dividend Achievers ETF position peaked at $4.13M in Q1 2026.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.