Perfromance Wealth Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Perfromance 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	$6.27M	Buy	+77,411	New	+$5.82M	0.16%	33

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

Perfromance Wealth Partners's RDVY Position: Q2 2026 in Review

Perfromance Wealth Partners opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 77,411 shares worth $6.27M. The stake represents 0.16% of the portfolio and ranks #33 among its holdings.

810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Perfromance Wealth Partners held 77,411 shares of First Trust Rising Dividend Achievers ETF worth $6.27M as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Perfromance Wealth Partners position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.16% of Perfromance Wealth Partners's portfolio in Q2 2026, its #33 holding.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.