IHT Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.3M | Buy |
274,745
+30,188
| +12% | +$2.27M | 0.47% | 40 |
|
|
2026
Q1 | $16.7M | Sell |
244,557
-15,518
| -6% | -$1.1M | 0.39% | 55 |
|
|
2025
Q4 | $18.1M | Buy |
260,075
+3,226
| +1% | +$219K | 0.44% | 46 |
|
|
2025
Q3 | $17.3M | Buy |
256,849
+20,237
| +9% | +$1.31M | 0.44% | 47 |
|
|
2025
Q2 | $14.8M | Buy |
236,612
+3,650
| +2% | +$215K | 0.41% | 52 |
|
|
2025
Q1 | $13.6M | Sell |
232,962
-2,824
| -1% | -$172K | 0.43% | 51 |
|
|
2024
Q4 | $13.9M | Sell |
235,786
-11,791
| -5% | -$719K | 0.45% | 46 |
|
|
2024
Q3 | $14.7M | Buy |
247,577
+45,427
| +22% | +$2.58M | 0.42% | 43 |
|
|
2024
Q2 | $11.1M | Sell |
202,150
-6,526
| -3% | -$357K | 0.41% | 44 |
|
|
2024
Q1 | $11.7M | Sell |
208,676
-55,131
| -21% | -$2.89M | 0.47% | 37 |
|
|
2023
Q4 | $13.6M | Buy |
263,807
+19,436
| +8% | +$919K | 0.61% | 27 |
|
|
2023
Q3 | $11.2M | Buy |
244,371
+19,145
| +9% | +$915K | 0.57% | 30 |
|
|
2023
Q2 | $10.6M | Sell |
225,226
-602
| -0.3% | -$27.2K | 0.55% | 32 |
|
|
2023
Q1 | $10.1M | Buy |
225,828
+2,473
| +1% | +$114K | 0.58% | 30 |
|
|
2022
Q4 | $9.81M | Sell |
223,355
-10,050
| -4% | -$439K | 0.62% | 28 |
|
|
2022
Q3 | $9.07M | Buy |
233,405
+17,443
| +8% | +$750K | 0.69% | 18 |
|
|
2022
Q2 | $8.84M | Sell |
215,962
-3,841
| -2% | -$174K | 0.78% | 17 |
|
|
2022
Q1 | $10.8M | Buy |
219,803
+32,685
| +17% | +$1.63M | 0.82% | 17 |
|
|
2021
Q4 | $9.69M | Buy |
187,118
+19,889
| +12% | +$1M | 0.71% | 21 |
|
|
2021
Q3 | $7.94M | Buy |
167,229
+18,330
| +12% | +$888K | 0.65% | 27 |
|
|
2021
Q2 | $7.15M | Buy |
148,899
+141,392
| +1,883% | +$6.77M | 0.45% | 39 |
|
|
2021
Q1 | $342K | Buy |
+7,507
| New | +$320K | 0.02% | 587 |
|
|
2020
Q3 | – | Sell |
-6,580
| Closed | -$203K | – | 687 |
|
|
2020
Q2 | $203K | Sell |
6,580
-6,053
| -48% | -$176K | 0.03% | 524 |
|
|
2020
Q1 | $324K | Sell |
12,633
-13,575
| -52% | -$441K | 0.05% | 378 |
|
|
2019
Q4 | $940K | Buy |
26,208
+4,243
| +19% | +$144K | 0.11% | 208 |
|
|
2019
Q3 | $700K | Sell |
21,965
-171
| -0.8% | -$5.35K | 0.1% | 249 |
|
|
2019
Q2 | $688K | Buy |
22,136
+3,654
| +20% | +$112K | 0.1% | 230 |
|
|
2019
Q1 | $551K | Buy |
18,482
+5,339
| +41% | +$156K | 0.09% | 248 |
|
|
2018
Q4 | $348K | Buy |
13,143
+4,015
| +44% | +$116K | 0.07% | 298 |
|
|
2018
Q3 | $288K | Buy |
9,128
+1,802
| +25% | +$55.9K | 0.06% | 334 |
|
|
2018
Q2 | $219K | Buy |
7,326
+1,911
| +35% | +$57.7K | 0.06% | 364 |
|
|
2018
Q1 | $157K | Buy |
5,415
+2,305
| +74% | +$70.5K | 0.04% | 394 |
|
|
2017
Q4 | $95K | Buy |
+3,110
| New | +$89.7K | 0.03% | 507 |
|
Other funds holding RDVY
IHT Wealth Management's RDVY Position: Q2 2026 in Review
IHT Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 12% in Q2 2026, buying an estimated $2.27M and bringing the position to 274,745 shares worth $22.3M. The position accounts for 0.47% of the portfolio, ranked #40.
IHT Wealth Management first reported a position in RDVY in Q4 2017 and has held it in 33 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.
- IHT Wealth Management held 274,745 shares of First Trust Rising Dividend Achievers ETF worth $22.3M as of Q2 2026.
- IHT Wealth Management bought 30,188 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $2.27M.
- First Trust Rising Dividend Achievers ETF made up 0.47% of IHT Wealth Management's portfolio in Q2 2026, its #40 holding.
- IHT Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2017 and has held it in 33 quarters since.
- 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.