Legacy Wealth Management (Idaho)’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Legacy Wealth Management (Idaho)’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	$3.14M	Buy	38,798 +5,089	+15%	+$383K	1.3%	19
2026 Q1	$2.3M	Sell	33,709 -6,945	-17%	-$494K	1.14%	13
2025 Q4	$2.82M	Buy	40,654 +14,950	+58%	+$1.02M	1.35%	16
2025 Q3	$1.73M	Buy	25,704 +3,989	+18%	+$259K	0.78%	30
2025 Q2	$1.36M	Buy	21,715 +4,107	+23%	+$242K	0.71%	31
2025 Q1	$1.03M	Buy	17,608 +1,294	+8%	+$78.7K	0.73%	30
2024 Q4	$1.01M	Buy	16,314 +11,169	+217%	+$681K	0.65%	30
2024 Q3	$323K	Buy	+5,145	New	+$293K	0.19%	50

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

Legacy Wealth Management (Idaho)'s RDVY Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 15% in Q2 2026, buying an estimated $383K and bringing the position to 38,798 shares worth $3.14M. The position accounts for 1.3% of the portfolio, ranked #19.

Legacy Wealth Management (Idaho) first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Legacy Wealth Management (Idaho) held 38,798 shares of First Trust Rising Dividend Achievers ETF worth $3.14M as of Q2 2026.
Legacy Wealth Management (Idaho) bought 5,089 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $383K.
First Trust Rising Dividend Achievers ETF made up 1.3% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #19 holding.
Legacy Wealth Management (Idaho) first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.