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

Puff 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	$631K	Buy	+7,782	New	+$585K	0.64%	41
2025 Q4	$567K	Sell	8,089 -564	-7%	-$38.3K	0.73%	39
2025 Q3	$582K	Sell	8,653 -232	-3%	-$15.1K	0.88%	35
2025 Q2	$557K	Buy	8,885 +7	+0.1%	+$412	0.41%	59
2025 Q1	$520K	Buy	8,878 +10	+0.1%	+$608	0.49%	53
2024 Q4	$524K	Buy	+8,868	New	+$541K	0.91%	37

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

Puff Wealth Management's RDVY Position: Q2 2026 in Review

Puff Wealth Management opened a new position in First Trust Rising Dividend Achievers ETF (RDVY) in Q2 2026: 7,782 shares worth $631K. The stake represents 0.64% of the portfolio and ranks #41 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in RDVY as recently as Q4 2025.

Puff Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 6 quarters since. 815 funds tracked by Wall St. Rank hold RDVY as of Q2 2026.

Puff Wealth Management held 7,782 shares of First Trust Rising Dividend Achievers ETF worth $631K as of Q2 2026.
First Trust Rising Dividend Achievers ETF was a new Puff Wealth Management position in Q2 2026.
First Trust Rising Dividend Achievers ETF made up 0.64% of Puff Wealth Management's portfolio in Q2 2026, its #41 holding.
Puff Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 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 Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.