Northwest Wealth Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Northwest Wealth Management’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	$530K	Hold	6,539	–	–	0.07%	125
2026 Q1	$446K	Hold	6,539	–	–	0.07%	136
2025 Q4	$454K	Hold	6,539	–	–	0.07%	127
2025 Q3	$440K	Hold	6,539	–	–	0.07%	115
2025 Q2	$410K	Buy	6,539 +515	+9%	+$30.3K	0.07%	117
2025 Q1	$353K	Buy	+6,024	New	+$366K	0.07%	124
2019 Q2	–	Sell	-3,206	Closed	-$96K	–	386
2019 Q1	$96K	Buy	3,206 +35	+1%	+$1.02K	0.07%	166
2018 Q4	$84K	Sell	3,171 -8,111	-72%	-$235K	0.07%	163
2018 Q3	$356K	Buy	11,282 +33	+0.3%	+$1.02K	0.27%	75
2018 Q2	$337K	Buy	11,249 +1,019	+10%	+$30.8K	0.25%	75
2018 Q1	$304K	Buy	10,230 +2,481	+32%	+$75.9K	0.23%	81
2017 Q4	$232K	Buy	+7,749	New	+$223K	0.19%	85
2017 Q3	–	Sell	-9,746	Closed	-$264K	–	88
2017 Q2	$264K	Hold	9,746	–	–	0.24%	80
2017 Q1	$259K	Buy	+9,746	New	+$253K	0.24%	81

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

Northwest Wealth Management's RDVY Position: Q2 2026 in Review

Northwest Wealth Management held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 6,539 shares worth $530K. The position accounts for 0.07% of the portfolio, ranked #125.

Northwest Wealth Management first reported a position in RDVY in Q1 2017 and has held it in 14 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Northwest Wealth Management held 6,539 shares of First Trust Rising Dividend Achievers ETF worth $530K as of Q2 2026.
Northwest Wealth Management left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.07% of Northwest Wealth Management's portfolio in Q2 2026, its #125 holding.
Northwest Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2017 and has held it in 14 quarters since.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.