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 Q3	$608K	Sell	7,764 -18	-0.2%	-$1.46K	0.57%	45
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return

Puff Wealth Management's RDVY Position: Q3 2026 in Review

Puff Wealth Management reduced its First Trust Rising Dividend Achievers ETF (RDVY) stake by 0.23% in Q3 2026, selling an estimated $1.46K and leaving 7,764 shares worth $608K. The position accounts for 0.57% of the portfolio, ranked #45.

Puff Wealth Management first reported a position in RDVY in Q4 2024 and has held it in 7 quarters since. The position peaked at $631K in Q2 2026. 96 funds tracked by Wall St. Rank hold RDVY as of Q3 2026.

Puff Wealth Management held 7,764 shares of First Trust Rising Dividend Achievers ETF worth $608K as of Q3 2026.
Puff Wealth Management sold 18 First Trust Rising Dividend Achievers ETF shares in Q3 2026, an estimated $1.46K.
First Trust Rising Dividend Achievers ETF made up 0.57% of Puff Wealth Management's portfolio in Q3 2026, its #45 holding.
Puff Wealth Management first reported a position in First Trust Rising Dividend Achievers ETF in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's First Trust Rising Dividend Achievers ETF position peaked at $631K in Q2 2026.
96 funds tracked by Wall St. Rank held First Trust Rising Dividend Achievers ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.