IWN
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Independent Wealth Network’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Independent Wealth Network’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 		$993K Buy
12,254
+558
+5% +$42K 0.25% 107
2026
Q1 		$799K Buy
11,696
+3,773
+48% +$269K 0.24% 116
2025
Q4 		$550K Buy
7,923
+589
+8% +$40K 0.17% 138
2025
Q3 		$493K Buy
7,334
+888
+14% +$57.6K 0.16% 149
2025
Q2 		$404K Sell
6,446
-3
-0% -$176 0.15% 160
2025
Q1 		$378K Buy
6,449
+736
+13% +$44.7K 0.15% 157
2024
Q4 		$338K Buy
5,713
+262
+5% +$16K 0.14% 163
2024
Q3 		$323K Sell
5,451
-5
-0.1% -$284 0.14% 158
2024
Q2 		$299K Buy
5,456
+162
+3% +$8.86K 0.14% 169
2024
Q1 		$297K Buy
5,294
+688
+15% +$36.1K 0.14% 168
2023
Q4 		$238K Sell
4,606
-371
-7% -$17.5K 0.13% 175
2023
Q3 		$229K Buy
4,977
+98
+2% +$4.68K 0.14% 169
2023
Q2 		$230K Buy
4,879
+156
+3% +$7.06K 0.14% 174
2023
Q1 		$212K Sell
4,723
-22
-0.5% -$1.01K 0.14% 176
2022
Q4 		$208K Sell
4,745
-519
-10% -$22.7K 0.14% 173
2022
Q3 		$205K Buy
+5,264
New +$226K 0.16% 155

Other funds holding RDVY

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Independent Wealth Network's RDVY Position: Q2 2026 in Review

Independent Wealth Network increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 4.8% in Q2 2026, buying an estimated $42K and bringing the position to 12,254 shares worth $993K. The position accounts for 0.25% of the portfolio, ranked #107.

Independent Wealth Network first reported a position in RDVY in Q3 2022 and has held it in 16 quarters since. 275 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Independent Wealth Network held 12,254 shares of First Trust Rising Dividend Achievers ETF worth $993K as of Q2 2026.
  • Independent Wealth Network bought 558 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $42K.
  • First Trust Rising Dividend Achievers ETF made up 0.25% of Independent Wealth Network's portfolio in Q2 2026, its #107 holding.
  • Independent Wealth Network first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2022 and has held it in 16 quarters since.
  • 275 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.