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

Legacy Capital 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 		$12.5M Sell
161,249
-851
-0.5% -$64K 2.39% 4
2026
Q1 		$10.6M Buy
162,100
+11,473
+8% +$817K 2.17% 4
2025
Q4 		$9.93M Sell
150,627
-6,026
-4% -$410K 2.13% 4
2025
Q3 		$10M Sell
156,653
-1,927
-1% -$125K 2.18% 4
2025
Q2 		$9.53M Sell
158,580
-8,528
-5% -$502K 2.17% 5
2025
Q1 		$9.39M Sell
167,108
-24,966
-13% -$1.52M 2.31% 6
2024
Q4 		$11M Sell
192,074
-50,694
-21% -$3.09M 2.71% 4
2024
Q3 		$14M Buy
242,768
+48,261
+25% +$2.74M 2.8% 6
2024
Q2 		$10.6M Buy
+194,507
New +$10.6M 2.71% 5
2024
Q1 		– Sell
-230,279
Closed -$11.9M – 285
2023
Q4 		$11.9M Sell
230,279
-20,417
-8% -$965K 3.37% 4
2023
Q3 		$11.5M Buy
250,696
+58,087
+30% +$2.78M 3.16% 6
2023
Q2 		$9.07M Sell
192,609
-125,950
-40% -$5.7M 7.54% 1
2023
Q1 		$14.3M Sell
318,559
-13,335
-4% -$613K 3.9% 2
2022
Q4 		$14.6M Buy
331,894
+4,699
+1% +$205K 6.96% 1
2022
Q3 		$12.7M Sell
327,195
-4,599
-1% -$198K 6.75% 1
2022
Q2 		$13.6M Buy
331,794
+6,184
+2% +$280K 6.82% 2
2022
Q1 		$16M Sell
325,610
-24,095
-7% -$1.2M 6.85% 2
2021
Q4 		$18M Buy
349,705
+3,676
+1% +$185K 7.44% 1
2021
Q3 		$16.4M Buy
346,029
+67,850
+24% +$3.29M 6.42% 2
2021
Q2 		$13.4M Buy
+278,179
New +$13.3M 7.2% 6

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

Legacy Capital Wealth Partners's RDVY Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.52% in Q2 2026, selling an estimated $64K and leaving 161,249 shares worth $12.5M. The position accounts for 2.39% of the portfolio, ranked #4.

Legacy Capital Wealth Partners first reported a position in RDVY in Q2 2021 and has held it in 20 quarters since. The position peaked at $18M in Q4 2021. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Legacy Capital Wealth Partners held 161,249 shares of First Trust Rising Dividend Achievers ETF worth $12.5M as of Q2 2026.
  • Legacy Capital Wealth Partners sold 851 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $64K.
  • First Trust Rising Dividend Achievers ETF made up 2.39% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Legacy Capital Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2021 and has held it in 20 quarters since.
  • Legacy Capital Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $18M in Q4 2021.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.