Impact Partnership Wealth’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Impact Partnership Wealth’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	$689K	Buy	8,504 +4,801	+130%	+$361K	0.07%	199
2026 Q1	$253K	Sell	3,703 -101	-3%	-$7.19K	0.03%	305
2025 Q4	$264K	Buy	3,804 +415	+12%	+$28.2K	0.03%	293
2025 Q3	$228K	Buy	+3,389	New	+$220K	0.03%	271
2024 Q2	–	Sell	-93	Closed	-$5.22K	–	561
2024 Q1	$5.22K	Buy	+93	New	+$4.88K	﹤0.01%	497

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

Impact Partnership Wealth's RDVY Position: Q2 2026 in Review

Impact Partnership Wealth increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 130% in Q2 2026, buying an estimated $361K and bringing the position to 8,504 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #199.

Impact Partnership Wealth first reported a position in RDVY in Q1 2024 and has held it in 5 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Impact Partnership Wealth held 8,504 shares of First Trust Rising Dividend Achievers ETF worth $689K as of Q2 2026.
Impact Partnership Wealth bought 4,801 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $361K.
First Trust Rising Dividend Achievers ETF made up 0.07% of Impact Partnership Wealth's portfolio in Q2 2026, its #199 holding.
Impact Partnership Wealth first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 5 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.