IAG Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

IAG Wealth 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	$131K	Buy	1,622 +22	+1%	+$1.66K	0.01%	150
2026 Q1	$109K	Hold	1,600	–	–	0.01%	164
2025 Q4	$111K	Hold	1,600	–	–	0.01%	149
2025 Q3	$108K	Hold	1,600	–	–	0.01%	153
2025 Q2	$100K	Hold	1,600	–	–	0.01%	148
2025 Q1	$93.7K	Hold	1,600	–	–	0.01%	149
2024 Q4	$94.6K	Hold	1,600	–	–	0.02%	139
2024 Q3	$94.7K	Sell	1,600 -200	-11%	-$11.4K	0.02%	134
2024 Q2	$98.5K	Hold	1,800	–	–	0.02%	120
2024 Q1	$101K	Buy	1,800 +200	+13%	+$10.5K	0.02%	120
2023 Q4	$82.7K	Sell	1,600 -110	-6%	-$5.2K	0.02%	118
2023 Q3	$78.6K	Hold	1,710	–	–	0.02%	119
2023 Q2	$80.5K	Buy	1,710 +110	+7%	+$4.98K	0.02%	127
2023 Q1	$71.8K	Hold	1,600	–	–	0.02%	117
2022 Q4	$70.3K	Hold	1,600	–	–	0.02%	118
2022 Q3	$62K	Buy	+1,600	New	+$68.8K	0.02%	108
2020 Q4	–	Sell	-58	Closed	-$2K	–	362
2020 Q3	$2K	Hold	58	–	–	﹤0.01%	326
2020 Q2	$2K	Hold	58	–	–	﹤0.01%	367
2020 Q1	$2K	Sell	58 -200	-78%	-$6.49K	﹤0.01%	347
2019 Q4	$10K	Buy	+258	New	+$8.74K	0.01%	257

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

IAG Wealth Partners's RDVY Position: Q2 2026 in Review

IAG Wealth Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.4% in Q2 2026, buying an estimated $1.66K and bringing the position to 1,622 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #150.

IAG Wealth Partners first reported a position in RDVY in Q4 2019 and has held it in 20 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

IAG Wealth Partners held 1,622 shares of First Trust Rising Dividend Achievers ETF worth $131K as of Q2 2026.
IAG Wealth Partners bought 22 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $1.66K.
First Trust Rising Dividend Achievers ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #150 holding.
IAG Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2019 and has held it in 20 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.