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LeClair Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

LeClair Wealth Partners’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 		$6.49M Buy
+80,093
New +$6.02M 3.36% 6
2026
Q1 		– Sell
-103,273
Closed -$7.17M – 175
2025
Q4 		$7.17M Sell
103,273
-357
-0.3% -$24.3K 4.16% 5
2025
Q3 		$6.97M Buy
103,630
+6,913
+7% +$448K 4.34% 5
2025
Q2 		$6.07M Sell
96,717
-11,362
-11% -$668K 4.12% 5
2025
Q1 		$6.33M Sell
108,079
-57,366
-35% -$3.49M 4.56% 4
2024
Q4 		$9.78M Buy
+165,445
New +$10.1M 6.52% 4

Other funds holding RDVY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LeClair Wealth Partners's RDVY Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 80,093 shares worth $6.49M. The stake represents 3.36% of the portfolio and ranks #6 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in RDVY as recently as Q4 2025.

LeClair Wealth Partners first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.78M in Q4 2024. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • LeClair Wealth Partners held 80,093 shares of First Trust Rising Dividend Achievers ETF worth $6.49M as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new LeClair Wealth Partners position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 3.36% of LeClair Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • LeClair Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $9.78M in Q4 2024.
  • 817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.