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NWAM LLC’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

NWAM LLC’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 		$917K Buy
11,308
+2,112
+23% +$159K 0.05% 339
2026
Q1 		$628K Buy
9,196
+847
+10% +$60.3K 0.04% 364
2025
Q4 		$603K Buy
8,349
+685
+9% +$46.6K 0.03% 363
2025
Q3 		$514K Hold
7,664
– – 0.03% 409
2025
Q2 		$485K Buy
7,664
+2,977
+64% +$175K 0.03% 402
2025
Q1 		$274K Buy
4,687
+2
+0% +$122 0.02% 419
2024
Q4 		$277K Buy
4,685
+2
+0% +$122 0.02% 498
2024
Q3 		$277K Buy
+4,683
New +$266K 0.02% 517

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

NWAM LLC's RDVY Position: Q2 2026 in Review

NWAM LLC increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 23% in Q2 2026, buying an estimated $159K and bringing the position to 11,308 shares worth $917K. The position accounts for 0.05% of the portfolio, ranked #339.

NWAM LLC first reported a position in RDVY in Q3 2024 and has held it in 8 quarters since. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

  • NWAM LLC held 11,308 shares of First Trust Rising Dividend Achievers ETF worth $917K as of Q2 2026.
  • NWAM LLC bought 2,112 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $159K.
  • First Trust Rising Dividend Achievers ETF made up 0.05% of NWAM LLC's portfolio in Q2 2026, its #339 holding.
  • NWAM LLC first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2024 and has held it in 8 quarters since.
  • 810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.