Platform Technology Partners’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History

Platform Technology 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	$3.04M	Buy	37,453 +5,782	+18%	+$435K	0.5%	48
2026 Q1	$2.16M	Buy	31,671 +3,658	+13%	+$260K	0.42%	57
2025 Q4	$1.95M	Buy	28,013 +5,096	+22%	+$346K	0.41%	59
2025 Q3	$1.54M	Buy	22,917 +1,486	+7%	+$96.4K	0.37%	70
2025 Q2	$1.34M	Buy	21,431 +1,127	+6%	+$66.3K	0.35%	73
2025 Q1	$1.19M	Buy	20,304 +726	+4%	+$44.1K	0.35%	77
2024 Q4	$1.16M	Buy	19,578 +4,112	+27%	+$251K	0.35%	75
2024 Q3	$916K	Buy	15,466 +2,775	+22%	+$158K	0.29%	87
2024 Q2	$695K	Buy	+12,691	New	+$694K	0.24%	90

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

Platform Technology Partners's RDVY Position: Q2 2026 in Review

Platform Technology Partners increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 18% in Q2 2026, buying an estimated $435K and bringing the position to 37,453 shares worth $3.04M. The position accounts for 0.5% of the portfolio, ranked #48.

Platform Technology Partners first reported a position in RDVY in Q2 2024 and has held it in 9 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Platform Technology Partners held 37,453 shares of First Trust Rising Dividend Achievers ETF worth $3.04M as of Q2 2026.
Platform Technology Partners bought 5,782 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $435K.
First Trust Rising Dividend Achievers ETF made up 0.5% of Platform Technology Partners's portfolio in Q2 2026, its #48 holding.
Platform Technology Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q2 2024 and has held it in 9 quarters since.
815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.