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

Iams 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	$7.09M	Buy	87,485 +11,688	+15%	+$879K	2.13%	6
2026 Q1	$5.18M	Buy	75,797 +340	+0.5%	+$24.2K	1.8%	9
2025 Q4	$5.24M	Buy	75,457 +30,188	+67%	+$2.05M	1.89%	7
2025 Q3	$3.04M	Sell	45,269 -1,015	-2%	-$65.8K	1.22%	16
2025 Q2	$2.9M	Buy	46,284 +20,469	+79%	+$1.2M	1.33%	14
2025 Q1	$1.51M	Buy	25,815 +21,953	+568%	+$1.33M	0.69%	50
2024 Q4	$228K	Sell	3,862 -1,161	-23%	-$70.8K	0.1%	153
2024 Q3	$297K	Sell	5,023 -19,589	-80%	-$1.11M	0.15%	123
2024 Q2	$1.35M	Sell	24,612 -4,026	-14%	-$220K	0.74%	44
2024 Q1	$1.51M	Sell	28,638 -290	-1%	-$15.2K	0.92%	35
2023 Q4	$1.49M	Sell	28,928 -1,124	-4%	-$53.1K	0.97%	34
2023 Q3	$1.38M	Buy	+30,052	New	+$1.44M	0.96%	37
2023 Q2	–	Sell	-28,687	Closed	-$1.3M	–	207
2023 Q1	$1.27M	Buy	28,687 +5,089	+22%	+$234K	1.06%	33
2022 Q4	$1.04M	Buy	+23,598	New	+$1.03M	1.05%	21

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

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

Iams Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 15% in Q2 2026, buying an estimated $879K and bringing the position to 87,485 shares worth $7.09M. The position accounts for 2.13% of the portfolio, ranked #6.

Iams Wealth Management first reported a position in RDVY in Q4 2022 and has held it in 14 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Iams Wealth Management held 87,485 shares of First Trust Rising Dividend Achievers ETF worth $7.09M as of Q2 2026.
Iams Wealth Management bought 11,688 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $879K.
First Trust Rising Dividend Achievers ETF made up 2.13% of Iams Wealth Management's portfolio in Q2 2026, its #6 holding.
Iams Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2022 and has held it in 14 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.