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Lifeworks Advisors’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Lifeworks Advisors’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 		$227K Buy
+2,805
New +$211K 0.02% 311
2025
Q1 		– Sell
-3,420
Closed -$202K – 324
2024
Q4 		$202K Buy
+3,420
New +$209K 0.04% 297

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

Lifeworks Advisors's RDVY Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 2,805 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #311 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in RDVY as recently as Q4 2024.

Lifeworks Advisors first reported a position in RDVY in Q4 2024 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Lifeworks Advisors held 2,805 shares of First Trust Rising Dividend Achievers ETF worth $227K as of Q2 2026.
  • First Trust Rising Dividend Achievers ETF was a new Lifeworks Advisors position in Q2 2026.
  • First Trust Rising Dividend Achievers ETF made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #311 holding.
  • Lifeworks Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.