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

Institute for 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 		$86.5K Buy
+1,067
New +$80.2K 0.01% 721

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Institute for Wealth Management's RDVY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 1,067 shares worth $86.5K. The stake represents 0.01% of the portfolio and ranks #721 among its holdings.

541 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Institute for Wealth Management held 1,067 shares of First Trust Rising Dividend Achievers ETF worth $86.5K as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Institute for Wealth Management position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #721 holding.
  • 541 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.