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

IMG 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	$7.06M	Buy	87,152 +3,398	+4%	+$256K	3.94%	6
2026 Q1	$5.72M	Buy	83,754 +5,072	+6%	+$361K	3.65%	7
2025 Q4	$5.47M	Buy	78,682 +4,772	+6%	+$324K	3.47%	9
2025 Q3	$4.97M	Buy	73,910 +11,570	+19%	+$751K	3.36%	11
2025 Q2	$3.91M	Buy	62,340 +5,727	+10%	+$337K	3.03%	11
2025 Q1	$3.31M	Buy	56,613 +3,116	+6%	+$189K	2.98%	12
2024 Q4	$3.16M	Buy	+53,497	New	+$3.26M	2.93%	12

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

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

IMG Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.1% in Q2 2026, buying an estimated $256K and bringing the position to 87,152 shares worth $7.06M. The position accounts for 3.94% of the portfolio, ranked #6.

IMG Wealth Management 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.

IMG Wealth Management held 87,152 shares of First Trust Rising Dividend Achievers ETF worth $7.06M as of Q2 2026.
IMG Wealth Management bought 3,398 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $256K.
First Trust Rising Dividend Achievers ETF made up 3.94% of IMG Wealth Management's portfolio in Q2 2026, its #6 holding.
IMG Wealth Management 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 IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.