Integrated Advisors Network’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Integrated Advisors 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	$732K	Buy	9,031 +506	+6%	+$38.1K	0.03%	392
2026 Q1	$582K	Buy	8,525 +1,500	+21%	+$107K	0.03%	432
2025 Q4	$488K	Sell	7,025 -335	-5%	-$22.8K	0.02%	482
2025 Q3	$495K	Sell	7,360 -158	-2%	-$10.2K	0.02%	500
2025 Q2	$472K	Sell	7,518 -1,959	-21%	-$115K	0.02%	502
2025 Q1	$555K	Buy	9,477 +631	+7%	+$38.4K	0.03%	443
2024 Q4	$523K	Sell	8,846 -213	-2%	-$13K	0.03%	442
2024 Q3	$536K	Sell	9,059 -426	-4%	-$24.2K	0.03%	449
2024 Q2	$519K	Sell	9,485 -782	-8%	-$42.8K	0.03%	434
2024 Q1	$577K	Buy	10,267 +911	+10%	+$47.8K	0.03%	432
2023 Q4	$483K	Sell	9,356 -901	-9%	-$42.6K	0.03%	440
2023 Q3	$471K	Sell	10,257 -2,305	-18%	-$110K	0.03%	432
2023 Q2	$592K	Sell	12,562 -149	-1%	-$6.74K	0.03%	388
2023 Q1	$570K	Sell	12,711 -78	-0.6%	-$3.58K	0.03%	393
2022 Q4	$562K	Buy	12,789 +29	+0.2%	+$1.27K	0.04%	386
2022 Q3	$496K	Sell	12,760 -3,696	-22%	-$159K	0.03%	397
2022 Q2	$673K	Buy	16,456 +8,232	+100%	+$373K	0.04%	352
2022 Q1	$403K	Buy	8,224 +604	+8%	+$30.2K	0.02%	483
2021 Q4	$395K	Buy	7,620 +1,061	+16%	+$53.5K	0.02%	463
2021 Q3	$311K	Buy	6,559 +1,560	+31%	+$75.6K	0.02%	503
2021 Q2	$240K	Buy	+4,999	New	+$239K	0.02%	526

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

Integrated Advisors Network's RDVY Position: Q2 2026 in Review

Integrated Advisors Network increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 5.9% in Q2 2026, buying an estimated $38.1K and bringing the position to 9,031 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #392.

Integrated Advisors Network first reported a position in RDVY in Q2 2021 and has held it in 21 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Integrated Advisors Network held 9,031 shares of First Trust Rising Dividend Achievers ETF worth $732K as of Q2 2026.
Integrated Advisors Network bought 506 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $38.1K.
First Trust Rising Dividend Achievers ETF made up 0.03% of Integrated Advisors Network's portfolio in Q2 2026, its #392 holding.
Integrated Advisors Network first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 21 quarters since.
819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.