Investor's Fiduciary Advisor Network’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Investor's Fiduciary Advisor 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	$551K	Sell	6,799 -151	-2%	-$11.4K	0.19%	115
2026 Q1	$474K	Buy	6,950 +1,397	+25%	+$99.4K	0.15%	161
2025 Q4	$385K	Buy	5,553 +125	+2%	+$8.5K	0.08%	207
2025 Q3	$365K	Buy	5,428 +1,216	+29%	+$78.9K	0.12%	170
2025 Q2	$264K	Buy	+4,212	New	+$248K	0.1%	187

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

Investor's Fiduciary Advisor Network's RDVY Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 2.2% in Q2 2026, selling an estimated $11.4K and leaving 6,799 shares worth $551K. The position accounts for 0.19% of the portfolio, ranked #115.

Investor's Fiduciary Advisor Network first reported a position in RDVY in Q2 2025 and has held it in 5 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Investor's Fiduciary Advisor Network held 6,799 shares of First Trust Rising Dividend Achievers ETF worth $551K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 151 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $11.4K.
First Trust Rising Dividend Achievers ETF made up 0.19% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #115 holding.
Investor's Fiduciary Advisor Network first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2025 and has held it in 5 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.