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

Principle 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	$360K	Hold	4,441	–	–	0.02%	299
2026 Q1	$303K	Hold	4,441	–	–	0.02%	316
2025 Q4	$309K	Sell	4,441 -113	-2%	-$7.68K	0.02%	312
2025 Q3	$306K	Sell	4,554 -595	-12%	-$38.6K	0.02%	309
2025 Q2	$323K	Sell	5,149 -81	-2%	-$4.76K	0.02%	292
2025 Q1	$306K	Sell	5,230 -170	-3%	-$10.3K	0.02%	285
2024 Q4	$319K	Sell	5,400 -2,305	-30%	-$141K	0.02%	276
2024 Q3	$456K	Sell	7,705 -492	-6%	-$28K	0.03%	238
2024 Q2	$449K	Sell	8,197 -85	-1%	-$4.65K	0.03%	233
2024 Q1	$465K	Buy	8,282 +97	+1%	+$5.09K	0.04%	229
2023 Q4	$423K	Buy	8,185 +1,172	+17%	+$55.4K	0.04%	223
2023 Q3	$322K	Sell	7,013 -599	-8%	-$28.6K	0.03%	252
2023 Q2	$359K	Sell	7,612 -43	-0.6%	-$1.95K	0.04%	239
2023 Q1	$343K	Hold	7,655	–	–	0.04%	234
2022 Q4	$336K	Sell	7,655 -986	-11%	-$43.1K	0.04%	234
2022 Q3	$336	Sell	8,641 -202,636	-96%	-$8.71M	0.03%	221
2022 Q2	$8.64M	Buy	211,277 +27,574	+15%	+$1.25M	1.04%	20
2022 Q1	$9M	Buy	183,703 +72,313	+65%	+$3.61M	0.95%	20
2021 Q4	$5.77M	Buy	111,390 +105,664	+1,845%	+$5.33M	0.61%	33
2021 Q3	$272K	Buy	+5,726	New	+$277K	0.03%	260

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

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

Principle Wealth Partners held its First Trust Rising Dividend Achievers ETF (RDVY) position steady in Q2 2026 at 4,441 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #299.

Principle Wealth Partners first reported a position in RDVY in Q3 2021 and has held it in 20 quarters since. The position peaked at $9M in Q1 2022. 810 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Principle Wealth Partners held 4,441 shares of First Trust Rising Dividend Achievers ETF worth $360K as of Q2 2026.
Principle Wealth Partners left its First Trust Rising Dividend Achievers ETF share count unchanged in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #299 holding.
Principle Wealth Partners first reported a position in First Trust Rising Dividend Achievers ETF in Q3 2021 and has held it in 20 quarters since.
Principle Wealth Partners's First Trust Rising Dividend Achievers ETF position peaked at $9M in Q1 2022.
810 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.

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