Private Wealth Asset Management’s First Trust Rising Dividend Achievers ETF RDVY Stock Holding History
Bought
Maintained
Sold
Other funds holding RDVY
Private Wealth Asset Management's RDVY Position: Q2 2026 in Review
Private Wealth Asset Management increased its First Trust Rising Dividend Achievers ETF (RDVY) stake by 469% in Q2 2026, buying an estimated $62K and bringing the position to 1,001 shares worth $81.1K. The position accounts for 0.01% of the portfolio, ranked #362.
Private Wealth Asset Management first reported a position in RDVY in Q1 2025 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.
- Private Wealth Asset Management held 1,001 shares of First Trust Rising Dividend Achievers ETF worth $81.1K as of Q2 2026.
- Private Wealth Asset Management bought 825 First Trust Rising Dividend Achievers ETF shares in Q2 2026, an estimated $62K.
- First Trust Rising Dividend Achievers ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #362 holding.
- Private Wealth Asset Management first reported a position in First Trust Rising Dividend Achievers ETF in Q1 2025 and has held it in 6 quarters since.
- 815 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q2 2026.
Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.