MPWM Advisory Solutions’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

MPWM Advisory Solutions’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	$464K	Buy	5,724 +208	+4%	+$15.6K	0.21%	67
2026 Q1	$377K	Buy	5,516 +136	+3%	+$9.68K	0.2%	72
2025 Q4	$374K	Sell	5,380 -20	-0.4%	-$1.36K	0.21%	64
2025 Q3	$363K	Hold	5,400	–	–	0.22%	67
2025 Q2	$339K	Buy	5,400 +3,561	+194%	+$209K	0.21%	61
2025 Q1	$108K	Sell	1,839 -2,989	-62%	-$182K	0.08%	94
2024 Q4	$286K	Buy	+4,828	New	+$295K	0.21%	59

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

MPWM Advisory Solutions's RDVY Position: Q2 2026 in Review

MPWM Advisory Solutions increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 3.8% in Q2 2026, buying an estimated $15.6K and bringing the position to 5,724 shares worth $464K. The position accounts for 0.21% of the portfolio, ranked #67.

MPWM Advisory Solutions 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.

MPWM Advisory Solutions held 5,724 shares of First Trust Rising Dividend Achievers ETF worth $464K as of Q2 2026.
MPWM Advisory Solutions bought 208 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $15.6K.
First Trust Rising Dividend Achievers ETF made up 0.21% of MPWM Advisory Solutions's portfolio in Q2 2026, its #67 holding.
MPWM Advisory Solutions 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.