Integrity Alliance’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Integrity Alliance’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	$4.3M	Buy	53,009 +11,297	+27%	+$850K	0.13%	138
2026 Q1	$2.85M	Sell	41,712 -24,111	-37%	-$1.72M	0.11%	161
2025 Q4	$4.57M	Buy	65,823 +42,687	+185%	+$2.9M	0.17%	119
2025 Q3	$1.56M	Buy	23,136 +5,415	+31%	+$351K	0.07%	197
2025 Q2	$1.11M	Sell	17,721 -5,190	-23%	-$305K	0.06%	210
2025 Q1	$1.34M	Buy	+22,911	New	+$1.39M	0.05%	233

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

Integrity Alliance's RDVY Position: Q2 2026 in Review

Integrity Alliance increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 27% in Q2 2026, buying an estimated $850K and bringing the position to 53,009 shares worth $4.3M. The position accounts for 0.13% of the portfolio, ranked #138.

Integrity Alliance first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.57M in Q4 2025. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Integrity Alliance held 53,009 shares of First Trust Rising Dividend Achievers ETF worth $4.3M as of Q2 2026.
Integrity Alliance bought 11,297 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $850K.
First Trust Rising Dividend Achievers ETF made up 0.13% of Integrity Alliance's portfolio in Q2 2026, its #138 holding.
Integrity Alliance first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
Integrity Alliance's First Trust Rising Dividend Achievers ETF position peaked at $4.57M in Q4 2025.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.