Morey & Quinn Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Morey & Quinn 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	$1.8M	Sell	22,206 -74	-0.3%	-$5.57K	1.16%	20
2026 Q1	$1.52M	Buy	22,280 +279	+1%	+$19.9K	1.08%	19
2025 Q4	$1.53M	Buy	22,001 +1,747	+9%	+$119K	1.1%	18
2025 Q3	$1.36M	Buy	20,254 +372	+2%	+$24.1K	1%	20
2025 Q2	$1.25M	Sell	19,882 -2,003	-9%	-$118K	1%	22
2025 Q1	$1.28M	Buy	21,885 +208	+1%	+$12.6K	1.06%	21
2024 Q4	$1.28M	Buy	+21,677	New	+$1.32M	1.09%	19

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

Morey & Quinn Wealth Partners's RDVY Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.33% in Q2 2026, selling an estimated $5.57K and leaving 22,206 shares worth $1.8M. The position accounts for 1.16% of the portfolio, ranked #20.

Morey & Quinn Wealth Partners first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Morey & Quinn Wealth Partners held 22,206 shares of First Trust Rising Dividend Achievers ETF worth $1.8M as of Q2 2026.
Morey & Quinn Wealth Partners sold 74 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $5.57K.
First Trust Rising Dividend Achievers ETF made up 1.16% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #20 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.