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

Holistic Planning’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	$2.4M	Buy	29,556 +3,777	+15%	+$284K	0.37%	60
2026 Q1	$1.76M	Buy	25,779 +1,392	+6%	+$99.1K	0.35%	64
2025 Q4	$1.69M	Sell	24,387 -404	-2%	-$27.5K	0.36%	59
2025 Q3	$1.67M	Buy	24,791 +675	+3%	+$43.8K	0.44%	45
2025 Q2	$1.51M	Buy	24,116 +1,157	+5%	+$68K	0.43%	44
2025 Q1	$1.34M	Buy	+22,959	New	+$1.4M	0.46%	42

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

Holistic Planning's RDVY Position: Q2 2026 in Review

Holistic Planning increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 15% in Q2 2026, buying an estimated $284K and bringing the position to 29,556 shares worth $2.4M. The position accounts for 0.37% of the portfolio, ranked #60.

Holistic Planning first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Holistic Planning held 29,556 shares of First Trust Rising Dividend Achievers ETF worth $2.4M as of Q2 2026.
Holistic Planning bought 3,777 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $284K.
First Trust Rising Dividend Achievers ETF made up 0.37% of Holistic Planning's portfolio in Q2 2026, its #60 holding.
Holistic Planning first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.