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

Perissos Private 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	$3.16M	Buy	39,003 +5,980	+18%	+$450K	2.13%	15
2026 Q1	$2.25M	Buy	33,023 +2,418	+8%	+$172K	1.96%	17
2025 Q4	$2.13M	Sell	30,605 -2,411	-7%	-$164K	1.83%	18
2025 Q3	$2.22M	Buy	33,016 +1,487	+5%	+$96.5K	1.62%	18
2025 Q2	$1.98M	Sell	31,529 -912	-3%	-$53.6K	1.56%	20
2025 Q1	$1.9M	Buy	32,441 +1,814	+6%	+$110K	1.73%	18
2024 Q4	$1.81M	Buy	30,627 +14,191	+86%	+$866K	1.35%	22
2024 Q3	$973K	Buy	16,436 +916	+6%	+$52.1K	0.78%	41
2024 Q2	$850K	Buy	15,520 +731	+5%	+$40K	0.76%	39
2024 Q1	$831K	Buy	+14,789	New	+$776K	0.75%	39

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

Perissos Private Wealth Management's RDVY Position: Q2 2026 in Review

Perissos Private Wealth Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 18% in Q2 2026, buying an estimated $450K and bringing the position to 39,003 shares worth $3.16M. The position accounts for 2.13% of the portfolio, ranked #15.

Perissos Private Wealth Management first reported a position in RDVY in Q1 2024 and has held it in 10 quarters since. 817 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Perissos Private Wealth Management held 39,003 shares of First Trust Rising Dividend Achievers ETF worth $3.16M as of Q2 2026.
Perissos Private Wealth Management bought 5,980 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $450K.
First Trust Rising Dividend Achievers ETF made up 2.13% of Perissos Private Wealth Management's portfolio in Q2 2026, its #15 holding.
Perissos Private Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2024 and has held it in 10 quarters since.
817 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.