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

Lineweaver Wealth 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 		$5.91M Sell
72,903
-992
-1% -$74.6K 0.7% 34
2026
Q1 		$5.05M Sell
73,895
-1,647
-2% -$117K 0.68% 33
2025
Q4 		$5.25M Sell
75,542
-1,394
-2% -$94.8K 0.71% 33
2025
Q3 		$5.17M Sell
76,936
-1,183
-2% -$76.7K 0.76% 31
2025
Q2 		$4.9M Buy
78,119
+512
+0.7% +$30.1K 0.77% 29
2025
Q1 		$4.54M Buy
77,607
+2,526
+3% +$154K 0.77% 29
2024
Q4 		$4.44M Buy
75,081
+18,405
+32% +$1.12M 0.82% 30
2024
Q3 		$3.36M Sell
56,676
-613
-1% -$34.9K 0.64% 34
2024
Q2 		$3.14M Sell
57,289
-1,172
-2% -$64.1K 0.65% 32
2024
Q1 		$3.28M Sell
58,461
-1,581
-3% -$82.9K 0.78% 30
2023
Q4 		$3.1M Sell
60,042
-7,344
-11% -$347K 0.8% 28
2023
Q3 		$3.1M Sell
67,386
-205
-0.3% -$9.8K 0.9% 21
2023
Q2 		$3.18M Sell
67,591
-1,664
-2% -$75.3K 0.91% 21
2023
Q1 		$3.11M Sell
69,255
-609
-0.9% -$28K 0.95% 20
2022
Q4 		$3.07M Sell
69,864
-3,851
-5% -$168K 0.93% 23
2022
Q3 		$2.87M Buy
73,715
+1,051
+1% +$45.2K 0.93% 23
2022
Q2 		$2.97M Buy
72,664
+1,137
+2% +$51.5K 0.98% 20
2022
Q1 		$3.5M Buy
71,527
+1,947
+3% +$97.2K 1% 21
2021
Q4 		$3.6M Buy
69,580
+1,000
+1% +$50.4K 1.04% 20
2021
Q3 		$3.25M Buy
68,580
+2,741
+4% +$133K 0.99% 22
2021
Q2 		$3.16M Buy
65,839
+9,766
+17% +$468K 1.04% 22
2021
Q1 		$2.55M Buy
+56,073
New +$2.39M 0.9% 23

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

Lineweaver Wealth Advisors's RDVY Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 1.3% in Q2 2026, selling an estimated $74.6K and leaving 72,903 shares worth $5.91M. The position accounts for 0.7% of the portfolio, ranked #34.

Lineweaver Wealth Advisors first reported a position in RDVY in Q1 2021 and has held it in 22 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • Lineweaver Wealth Advisors held 72,903 shares of First Trust Rising Dividend Achievers ETF worth $5.91M as of Q2 2026.
  • Lineweaver Wealth Advisors sold 992 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $74.6K.
  • First Trust Rising Dividend Achievers ETF made up 0.7% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Lineweaver Wealth Advisors first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2021 and has held it in 22 quarters since.
  • 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.