Holos Integrated Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Holos Integrated 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	$85.8K	Sell	1,076 -7	-0.6%	-$526	0.04%	131
2026 Q1	$75.3K	Buy	1,083 +7	+0.7%	+$498	0.04%	133
2025 Q4	$75.5K	Hold	1,076	–	–	0.04%	108
2025 Q3	$70K	Hold	1,076	–	–	0.04%	104
2025 Q2	$68.9K	Hold	1,076	–	–	0.04%	104
2025 Q1	$63K	Hold	1,076	–	–	0.04%	102
2024 Q4	$63.6K	Buy	+1,076	New	+$65.7K	0.04%	101

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

Holos Integrated Wealth's RDVY Position: Q2 2026 in Review

Holos Integrated Wealth reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.65% in Q2 2026, selling an estimated $526 and leaving 1,076 shares worth $85.8K. The position accounts for 0.04% of the portfolio, ranked #131.

Holos Integrated Wealth first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Holos Integrated Wealth held 1,076 shares of First Trust Rising Dividend Achievers ETF worth $85.8K as of Q2 2026.
Holos Integrated Wealth sold 7 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $526.
First Trust Rising Dividend Achievers ETF made up 0.04% of Holos Integrated Wealth's portfolio in Q2 2026, its #131 holding.
Holos Integrated Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.