Ignite Planners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Ignite Planners’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	$4.22M	Buy	52,067 +5,413	+12%	+$407K	0.58%	39
2026 Q1	$3.22M	Buy	46,654 +8,292	+22%	+$590K	0.5%	52
2025 Q4	$2.77M	Buy	38,362 +21,155	+123%	+$1.44M	0.42%	54
2025 Q3	$1.16M	Buy	17,207 +10	+0.1%	+$649	0.19%	123
2025 Q2	$1.08M	Buy	17,197 +11	+0.1%	+$647	0.19%	125
2025 Q1	$982K	Buy	17,186 +19	+0.1%	+$1.16K	0.19%	123
2024 Q4	$1.02M	Buy	17,167 +21	+0.1%	+$1.28K	0.22%	99
2024 Q3	$1.02M	Buy	17,146 +1,592	+10%	+$90.5K	0.23%	92
2024 Q2	$847K	Sell	15,554 -269	-2%	-$14.7K	0.21%	102
2024 Q1	$883K	Sell	15,823 -1,477	-9%	-$77.5K	0.25%	90
2023 Q4	$896K	Sell	17,300 -16,834	-49%	-$796K	0.27%	97
2023 Q3	$1.53M	Sell	34,134 -7,066	-17%	-$338K	0.47%	54
2023 Q2	$1.93M	Sell	41,200 -6,395	-13%	-$289K	0.74%	27
2023 Q1	$2.13M	Sell	47,595 -2,102	-4%	-$96.6K	0.88%	21
2022 Q4	$2.36M	Buy	49,697 +30,761	+162%	+$1.34M	0.99%	19
2022 Q3	$760K	Buy	18,936 +6	+0%	+$258	0.61%	48
2022 Q2	$791K	Sell	18,930 -357	-2%	-$16.2K	0.65%	43
2022 Q1	$900K	Buy	19,287 +2,213	+13%	+$111K	0.6%	46
2021 Q4	$881K	Buy	+17,074	New	+$861K	0.57%	50

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

Ignite Planners's RDVY Position: Q2 2026 in Review

Ignite Planners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 12% in Q2 2026, buying an estimated $407K and bringing the position to 52,067 shares worth $4.22M. The position accounts for 0.58% of the portfolio, ranked #39.

Ignite Planners first reported a position in RDVY in Q4 2021 and has held it in 19 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Ignite Planners held 52,067 shares of First Trust Rising Dividend Achievers ETF worth $4.22M as of Q2 2026.
Ignite Planners bought 5,413 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $407K.
First Trust Rising Dividend Achievers ETF made up 0.58% of Ignite Planners's portfolio in Q2 2026, its #39 holding.
Ignite Planners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2021 and has held it in 19 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.